RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
Florida
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Nov 17, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
LEWIS, MORGAN, SIERRAICHIEF COMPLIANCE OFFICERNA Control
LEWIS, MORGAN, SIERRAICHIEF COMPLIANCE OFFICERNA Control
LEWIS, MORGAN, SIERRAICHIEF COMPLIANCE OFFICERNA Control
LEWIS, DELCENA, DELETHIAIPRESIDENTD Control
LEWIS, DELCENA, DELETHIAIPRESIDENTD Control
LEWIS, DELCENA, DELETHIAIPRESIDENTD Control
LEWIS, DELCENA, DELETHIAIPRESIDENTD Control
LEWIS, DELCENA, DELETHIAIPRESIDENTD Control
LEWIS, DELCENA, DELETHIAIPRESIDENTD Control
LEWIS, DELCENA, DELETHIAIPRESIDENTD Control
LEWIS, DELCENA, DELETHIAIPRESIDENTD Control
LEWIS, DELCENA, DELETHIAIPRESIDENTD Control
LEWIS, RICHARD, ANTHONYIVP/SECRETARY/ AND CHIEF COMPLIANCE OFFICERD Control
LEWIS, RICHARD, ANTHONYIVP/SECRETARY/ AND CHIEF COMPLIANCE OFFICERD Control
LEWIS, RICHARD, ANTHONYIVP/SECRETARY/ AND CHIEF COMPLIANCE OFFICERD Control
LEWIS, RICHARD, ANTHONYIVP/SECRETARY/ AND CHIEF COMPLIANCE OFFICERD Control
LEWIS, RICHARD, ANTHONYIVP/SECRETARY/ AND CHIEF COMPLIANCE OFFICERD Control
LEWIS, RICHARD, ANTHONYIVP/SECRETARY/ AND CHIEF COMPLIANCE OFFICERD Control
LEWIS, RICHARD, ANTHONYICOO & BUSINESS DEVELOPMENT EXECUTIVED Control
LEWIS, RICHARD, ANTHONYICOO & BUSINESS DEVELOPMENT EXECUTIVED Control
LEWIS, RICHARD, ANTHONYICOO & BUSINESS DEVELOPMENT EXECUTIVED Control

Registrations

Federal

IA
Nov 17, 2025 REGISTERED

Notice Filings (4)

FL GA TX VA

Address

253 NORTH ORLANDO AVENUE
SUITE 302
MAITLAND, FL 32751
United States
Phone: 407-446-3737