LEWIS ASSET MANAGEMENT, LLC
Legal name: LEWIS ASSET MANAGEMENT
CRD #143409 SEC #801-119399 LAFAYETTE, CA 925-284-4033
SEC Registered
Total AUM
$214.3M
Discretionary
$210M
Employees
5
Clients
0
Accounts
542
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 5, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LEWIS, DAVID, WILLIAM | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LEWIS, DAVID, WILLIAM | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LEWIS, DAVID, WILLIAM | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LEWIS, DAVID, WILLIAM | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LEWIS, DAVID, WILLIAM | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LEWIS, DAVID, WILLIAM | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LEWIS, DAVID, WILLIAM | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LEWIS, DAVID, WILLIAM | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LEWIS, DAVID, WILLIAM | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LEWIS, DAVID, WILLIAM | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LEWIS, DAVID, WILLIAM | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LEWIS, DAVID, WILLIAM | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LEWIS, DAVID, WILLIAM | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LEWIS, DAVID, WILLIAM | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LEWIS, DAVID, WILLIAM | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LEWIS, DAVID, WILLIAM | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LEWIS, DAVID, WILLIAM | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LEWIS, DAVID, WILLIAM | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LEWIS, DAVID, WILLIAM | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LEWIS, DAVID, WILLIAM | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LEWIS, DAVID, WILLIAM | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LEWIS, DAVID, WILLIAM | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LEWIS, DAVID, WILLIAM | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LEWIS, DAVID, WILLIAM | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LEWIS, DAVID, WILLIAM | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LEWIS, DAVID, WILLIAM | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LEWIS, DAVID, WILLIAM | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LEWIS, DAVID, WILLIAM | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LEWIS, DAVID, WILLIAM | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LEWIS, DAVID, WILLIAM | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LEWIS, DAVID, WILLIAM | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LEWIS, DAVID, WILLIAM | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LEWIS, DAVID, WILLIAM | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LEWIS, DAVID, WILLIAM | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LEWIS, DAVID, WILLIAM | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Sep 5, 2025 REGISTERED
Notice Filings (8)
AZ CA FL NJ NV PA TX VA
Address
985 MORAGA RD.SUITE 207
LAFAYETTE, CA 94549
United States
Phone: 925-284-4033