RIA Intelligence

LEWIS WEALTH MANAGEMENT, LLC

CRD #152800 SEC #801-71020 LITTLETON, CO 303-500-0980
SEC Registered
Total AUM
$12.5M
Discretionary
$12.5M
Employees
5
Clients
0
Accounts
50

Firm Details

Organization Type
Limited Liability Company
State of Formation
Colorado
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Apr 29, 2010
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
LEWIS, DEAN, AUSTINIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
LEWIS, DEAN, AUSTINIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
LEWIS, DEAN, AUSTINIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
LEWIS, DEAN, AUSTINIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
LEWIS, DEAN, AUSTINIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
LEWIS, DEAN, AUSTINIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Apr 29, 2010 REGISTERED

Notice Filings (1)

CO

Address

26 W. DRY CREEK CIRCLE
SUITE 510
LITTLETON, CO 80120
United States
Phone: 303-500-0980