Lewis Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$42,232,719
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
95
15% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
95
Very HighAverage account size
$444,555
About
Lewis Wealth Management serves individuals, high-net-worth clients, and employer plan sponsors. The firm offers tailored investment management, ongoing financial planning, business planning consulting, and advisement for held-away retirement accounts such as 401(k)s, HSAs, and 529 plans.
The adviser develops individualized investment policies and provides both discretionary and non‑discretionary portfolio management, using a mix of passive and active strategies and applying fundamental, technical, cyclical, and charting analyses. Lewis Wealth integrates held-away accounts into clients’ overall plans, monitors tax and retirement considerations, and maintains continuous planning access and periodic reviews.
Distinctive for a solo independent adviser, the firm expressly provides employee benefit plan services and corporate plan‑level consulting, including participant education, custodian reviews, and plan administrator support. It also limits participation in its premium concierge service, leverages order‑management tools to implement tax‑efficient rebalancing in held‑away accounts, and coordinates with outside attorneys and tax professionals when clients require specialized estate or tax planning.
Client services
Financial planning
Portfolio management
Expertise
General tax planning
Cash flow / budgeting
Fee options
$500 flat fee per additional meeting (beyond guaranteed meetings) in Concierge Financial Planning & Investment Management Services; $6,000 annual flat advisory fee for Employee Benefit Plan services (negotiable)
$0 - $200,000: 1.00% $200,000 - $1,000,000: 1.00% $1,000,001+: 0.50%
Minimum fee: Minimum annual fee of $900 for Concierge Financial Planning & Investment Management Services for accounts under $200,000 Fee-only: Ongoing Financial Planning fee: $2,400 per year (prorated, paid quarterly in advance)
Main office location
Lewis Wealth Management, LLC
1905 S. New Market Street, Suite #156
Carmel IN 46032, United States
Number of offices
1
Most active in
Lewis Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Illinois · Indiana · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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