RD Lewis Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary investment management and financial planning to individuals, high‑net‑worth clients, families, trusts and estates. It oversees approximately $256.8 million in client assets across roughly 451 client relationships supported by three advisors.
Portfolio construction emphasizes a long‑term horizon and fundamental analysis, with primary use of mutual funds and ETFs and the flexibility to retain or recommend other instruments for tax or legacy‑fit reasons. The adviser typically manages accounts on a discretionary basis, conducts formal reviews at least annually, and provides retirement‑focused guidance (including rollover recommendations) while using an institutional custody relationship to support execution and reporting.
Notably, the firm serves a comparatively large client base per advisor—about 150 clients per advisor—which is uncommon among similar supported firms and suggests a higher client load for each advisory professional. The firm also discloses that it does not participate in soft‑dollar programs, generally executes trades on an account‑by‑account basis rather than aggregating block trades, and that a firm principal maintains an insurance license and may implement insurance recommendations for clients.
Client services
Expertise
Fee options
up to 1.20% annually, negotiable depending on size and complexity
Hourly financial planning rates ranging from $125 to $250, negotiable based on complexity and relationship.
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 seven years of industry experience. She holds a Series 65 designation and has been affiliated with RD Lewis Holdings, Inc. for 14 years. RD Lewis Wealth Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, families, trusts, and estates. The firm manages approximately $256.8 million in client assets across about 451 relationships, emphasizing long-term portfolio construction through mutual funds and ETFs while offering retirement-focused guidance and formal annual reviews.
Carol L
Series 65
Maitland, FL
RD Lewis Wealth Management
Carol Landaeta is a Series 65-credentialed advisor at RD Lewis Wealth Management with five years of industry experience. She has worked at RD Lewis Wealth Management since 2021 and previously spent nine years at Lutheran Haven Inc. RD Lewis Wealth Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, families, trusts, and estates. The firm manages approximately $256.8 million in client assets, emphasizing long-term portfolio construction primarily through mutual funds and ETFs, and typically manages accounts on a discretionary basis with annual formal reviews.
Delcena L
Series 65
Maitland, FL
RD Lewis Wealth Management
Delcena Lewis is a Series 65-licensed financial advisor with 15 years of industry experience. She is affiliated with RD Lewis Wealth Management and has worked at Independent Financial Partners as well as RD Lewis Holdings, Inc. Lewis also operates as an independent insurance agent on a part-time basis. 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 approximately $256.8 million in client assets across about 451 relationships, emphasizing long-term portfolio construction using mutual funds and ETFs, with a focus on retirement planning and personalized investment flexibility.
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