Private Market View

RD LEWIS WEALTH MANAGEMENT

Other · MAITLAND, FL

AUM
Portfolio companies
Recorded deals
Last investment

Key facts

  • RD LEWIS WEALTH MANAGEMENT is a other based in MAITLAND, FL.

Registered with the SEC

Form ADV · 2026-03 · CRD 156073
Regulatory AUM
Private fund assets
Private funds
Staff
8
Registered office
MAITLAND, FL
SEC status
Approved

Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as RD LEWIS HOLDINGS, INC.).

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Portfolio

Portfolio — not yet on record

No portfolio companies for RD LEWIS WEALTH MANAGEMENT are on record yet. Positions surface from round participations, filings, and coverage.

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