RD LEWIS HOLDINGS, INC.
Legal name: RD LEWIS WEALTH MANAGEMENT
CRD #156073 SEC #801-119654 MAITLAND, FL 407-446-3737
SEC Registered
Total AUM
$215.3M
Discretionary
$215.3M
Employees
7
Clients
0
Accounts
838
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $215.3M | $215.3M | $0 | 7 | 0 |
| Mar 2025 | $215.3M | $215.3M | $0 | 7 | 0 |
| Jun 2024 | $183.8M | $183.7M | $149K | 8 | 0 |
| Mar 2024 | $183.8M | $183.7M | $149K | 8 | 0 |
| Feb 2023 | $152.3M | $152.3M | $0 | 5 | 0 |
| Jun 2022 | $173.4M | $173.4M | $0 | 5 | 0 |
| Feb 2022 | $173.4M | $173.4M | $0 | 5 | 0 |
| Mar 2021 | $139.8M | $139.8M | $0 | 3 | 0 |
| Sep 2020 | $118.1M | $118.1M | $0 | 4 | 0 |
DateNov 2025
Total AUM$215.3M
Discretionary$215.3M
Non-Disc.$0
Employees7
Clients0
DateMar 2025
Total AUM$215.3M
Discretionary$215.3M
Non-Disc.$0
Employees7
Clients0
DateJun 2024
Total AUM$183.8M
Discretionary$183.7M
Non-Disc.$149K
Employees8
Clients0
DateMar 2024
Total AUM$183.8M
Discretionary$183.7M
Non-Disc.$149K
Employees8
Clients0
DateFeb 2023
Total AUM$152.3M
Discretionary$152.3M
Non-Disc.$0
Employees5
Clients0
DateJun 2022
Total AUM$173.4M
Discretionary$173.4M
Non-Disc.$0
Employees5
Clients0
DateFeb 2022
Total AUM$173.4M
Discretionary$173.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$139.8M
Discretionary$139.8M
Non-Disc.$0
Employees3
Clients0
DateSep 2020
Total AUM$118.1M
Discretionary$118.1M
Non-Disc.$0
Employees4
Clients0