LEWIS FINANCIAL, LLC
CRD #170324 SEC #801-132016 SAN LUIS OBISPO, CA (805) 548-0900
SEC Registered
Total AUM
$108.1M
Discretionary
$108.1M
Employees
3
Clients
0
Accounts
301
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 23, 2025
- Branch Offices
- 0
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, WYATT, EVAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LEWIS, WYATT, EVAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LEWIS, WYATT, EVAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Sep 23, 2025 REGISTERED
Notice Filings (1)
CA
Address
3590 SACRAMENTO DR.STE 140
SAN LUIS OBISPO, CA 93401
United States
Phone: (805) 548-0900