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THE LEWIS FINANCIAL GROUP

ASHBURN, VA · CRD 315692 · IAPD ↗ · lewisprivatewealth.com · 703-288-1272

$482.4MRegulatory AUM
3Advisory reps
6Employees
27Clients
0Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

28
August 2026 — THE LEWIS FINANCIAL GROUP changed its website from thelewisfinancialgroup.com to lewisprivatewealth.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
April 2026 — THE LEWIS FINANCIAL GROUP notice-filed in WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
April 2026 — THE LEWIS FINANCIAL GROUP reported RAUM up 54% ($313.9M -> $482.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
December 2025 — THE LEWIS FINANCIAL GROUP notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2025 — THE LEWIS FINANCIAL GROUP notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2024 — THE LEWIS FINANCIAL GROUP notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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