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Lewis Financial, LLC

● SEC registered since 2025CRD 170324SEC# 801-132016San Luis Obispo, CA
Export (members)
Reg. AUM
$108.1M
Employees
3
Accounts
301
Location
San Luis Obispo, CA

Lewis Financial, LLC assets under management

Lewis Financial, LLC is an SEC-registered investment adviser based in San Luis Obispo, CA. The firm has been registered since 2025. It reports $108.1 million in regulatory assets under management and employs 3 people.
www.lewisfinancialslo.comView on SEC.gov ↗

Lewis Financial, LLC owners & executives

1 reported
NameTitleOwnershipSince
Wyatt Evan Lewis ControlManaging Member/Chief Compliance OfficerOver 75%2023

Frequently asked questions

How much does Lewis Financial, LLC manage?

Lewis Financial, LLC reports $108.1 million in regulatory assets under management on its Form ADV.

How many employees does Lewis Financial, LLC have?

Lewis Financial, LLC reports 3 employees.

Where is Lewis Financial, LLC located?

Lewis Financial, LLC is based in San Luis Obispo, CA and has been SEC-registered since 2025.

Does Lewis Financial, LLC disclose fund performance?

Lewis Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3590 Sacramento Dr., Ste 140, San Luis Obispo, CA 93401
Phone(805) 548-0900
Fax(805) 548-0901
Office hours8:30 4:30
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$108.1M
Non-discretionary$0
Total (RAUM)$108.1M