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LEWIS FINANCIAL MANAGEMENT, LLC

RALEIGH, NC · CRD 116344 · IAPD ↗ · lfmadvisor.com · 919-872-7000

$338.7MRegulatory AUM
1Advisory reps
2Employees
46Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2025 — LEWIS FINANCIAL MANAGEMENT, LLC shrank from 4 to 1 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.