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RD LEWIS WEALTH MANAGEMENT
Legal name: RD LEWIS HOLDINGS, INC.
CRD 156073File 801-119654
APPROVED
Retail clients
Custody
Filing as of Sep 28, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$256.8M
Below cohort median (national)
Discretionary AUM
$256.8M
Clients
451
852 accounts
Employees
8
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Oct 20, 2020
- Principal office
- 253 NORTH ORLANDO AVENUE, SUITE 302, MAITLAND, FL, 32751
- Phone
- 407-446-3737
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $256.8M
- Discretionary AUM
- $256.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 852
- Non-discretionary accounts
- 0
- Total accounts
- 852
- AUM per client
- $569K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 121 | $177.2M |
| Individuals (other than high net worth individuals) | 330 | $79.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 7 | 8 | increased by1 |
| Apr 1, 2026 | Clients | 447 | 451 | increased by4 |
| Apr 1, 2026 | AUM | $215,293,650 | $256,787,908 | increased by$41,494,258 |
| Apr 1, 2026 | Accounts | 838 | 852 | increased by14 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 7 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 352 | 447 | increased by95 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $173,413,745 | $215,293,650 | increased by$41,879,905 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 668 | 838 | increased by170 |
| Mar 1, 2022 | Employees | 3 | 5 | increased by2 |
| Mar 1, 2022 | Clients | 288 | 352 | increased by64 |
| Mar 1, 2022 | AUM | $139,840,420 | $173,413,745 | increased by$33,573,325 |
| Mar 1, 2022 | Accounts | 557 | 668 | increased by111 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “RD LEWIS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“RD LEWIS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.