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LEWINTER WEALTH ADVISORS, LLC

· CRD 155921 · IAPD ↗ · lewinterwealthadvisors.com · 973-294-2621

$162.5MRegulatory AUM
1Advisory reps
1Employees
5Clients
1-10Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
June 2026 — LEWINTER WEALTH ADVISORS, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
95
April 2025 — LEWINTER WEALTH ADVISORS, LLC (location n/a) is newly SEC-registered with $130.3M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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