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RD LEWIS WEALTH MANAGEMENT

MAITLAND, FL · CRD 156073 · IAPD ↗ · 407-446-3737

$256.8MRegulatory AUM
2Advisory reps
8Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
December 2025 — RD LEWIS WEALTH MANAGEMENT notice-filed in GA, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2024 — RD LEWIS WEALTH MANAGEMENT moved its main office from ORLANDO, FL to MAITLAND, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

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