| Name | Title | Ownership | Since |
|---|---|---|---|
| David J. Lewinter Control | Managing Member/Chief Compliance Officer | Over 75% | 2010 |
| Linda Beth Lewinter | Silent Partner | 10-25% | 2010 |
Lewinter Wealth Advisors, LLC reports $130.3 million in regulatory assets under management on its Form ADV.
Lewinter Wealth Advisors, LLC reports 1 employees.
Lewinter Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 973-294-2621 |
| Office hours | 8:00 a.m. - 6:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
| Discretionary | $123.7M |
| Non-discretionary | $6.6M |
| Total (RAUM) | $130.3M |