RD Lewis Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
RD Lewis Wealth Management provides discretionary investment management and financial planning services to individuals, high‑net‑worth clients, families, trusts and estates. The firm manages portfolios primarily through mutual funds and ETFs and also advises on retirement rollovers and other planning matters.
The firm operates as a fiduciary and employs fundamental analysis to build customized, typically long‑term portfolios, with ongoing monitoring and at‑least‑annual reviews. RD Lewis generally manages accounts on a discretionary basis, implements strategic asset allocation and may retain legacy holdings or use cash positions for hedging and rebalancing when appropriate.
Notably, RD Lewis oversees about $257 million in assets while serving roughly 451 clients with two advisors, producing a client load per advisor that is uncommon among peers and may shape how services are delivered. The firm maintains an institutional relationship with Charles Schwab and discloses that a firm principal is licensed to sell insurance products and receives related commissions—both arrangements identified in its Form ADV as potential conflicts of interest.
Client services
Expertise
Fee options
up to 1.20% annually, negotiable based on size and complexity
$125 to $250 per hour, negotiable based on nature and complexity
Main office
253 North Orlando Avenue, Suite 302
Maitland FL 32751
Advisors at this office
3
Most active in
Florida · Georgia · Texas · Virginia
Also doing business as
Rd Lewis Holdings, Inc. · Rd Lewis Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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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.
Advisors at this firm
Regina B
Series 65
Maitland, FL
RD Lewis Wealth Management
Regina Blake Anderson is a financial advisor at RD Lewis Wealth Management with six years of industry experience. She holds a Series 65 designation and has been affiliated with RD Lewis Holdings, Inc. since 2012. RD Lewis Wealth Management serves individuals, high-net-worth individuals, families, trusts, and estates with discretionary investment management and financial planning. The firm manages approximately $215 million in client assets, primarily using mutual funds and exchange-traded funds within a long-term, fundamentally based investment approach.
Carol L
Series 65
Maitland, FL
RD Lewis Wealth Management
Carol Landaeta is a financial advisor at RD Lewis Wealth Management in Maitland, FL, holding a Series 65 designation. She has been with RD Lewis Wealth Management since 2021 and previously worked at Lutheran Haven Inc. for nine years. RD Lewis Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, families, trusts, and estates. The firm uses fundamental analysis to construct customized, typically long-term portfolios, managing accounts primarily through mutual funds and ETFs with ongoing monitoring and at-least-annual reviews.
Delcena L
Series 65
Maitland, FL
RD Lewis Wealth Management
Delcena Lewis is a financial advisor with RD Lewis Wealth Management in Maitland, FL, holding a Series 65 designation and 15 years of industry experience. She previously worked at Independent Financial Partners from 2016 to 2018 and has been involved with RD Lewis Holdings, Inc. since 2010. Lewis also works as an independent insurance agent on a limited basis. RD Lewis Wealth Management serves individuals, high-net-worth individuals, families, trusts, and estates with discretionary investment management and financial planning. The firm manages approximately $215 million in client assets using a fundamental analysis approach, focusing on strategic asset allocation and long-term portfolio management primarily through mutual funds and ETFs.
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