PPrivate Fund Data Log in Join · $37/mo

Rd Lewis Holdings, Inc.

● SEC registered since 2020CRD 156073SEC# 801-119654Maitland, FL
Export (members)
Reg. AUM
$215.3M
Employees
7
Accounts
838
Location
Maitland, FL

Rd Lewis Holdings, Inc. assets under management

Rd Lewis Holdings, Inc. is an investment advisory firm registered with the SEC based in Maitland, FL. The firm has been registered since 2020. It reports $215.3 million in regulatory assets under management and employs 7 people.
twitter.com/rdlewiswealthm1View on SEC.gov ↗

Rd Lewis Holdings, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Delcena Delethia Lewis ControlPresident50-75%2010
Morgan Sierra Lewis ControlChief Compliance OfficerUnder 5%2024
Richard Anthony Lewis ControlCoo & Business Development Executive50-75%2010

Frequently asked questions

How much does Rd Lewis Holdings, Inc. manage?

Rd Lewis Holdings, Inc. reports $215.3 million in regulatory assets under management on its Form ADV.

How many employees does Rd Lewis Holdings, Inc. have?

Rd Lewis Holdings, Inc. reports 7 employees.

Where is Rd Lewis Holdings, Inc. located?

Rd Lewis Holdings, Inc. is based in Maitland, FL and has been SEC-registered since 2020.

Does Rd Lewis Holdings, Inc. disclose fund performance?

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

Contact & registration

Address253 North Orlando Avenue, Suite 302, Maitland, FL 32751
Phone407-446-3737
Fax407-250-7010
Office hours9:00a.m. To 5:00p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$215.3M
Non-discretionary$0
Total (RAUM)$215.3M