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Wyatt Evan Lewis

Managing Member/Chief Compliance OfficerLewis Financial, LLCCRD 4665596

About Wyatt Evan Lewis

Wyatt Evan Lewis is listed as Managing Member/Chief Compliance Officer at Lewis Financial, LLC in San Luis Obispo, CA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Lewis Financial, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Wyatt Evan Lewis work?

Wyatt Evan Lewis is listed as Managing Member/Chief Compliance Officer at Lewis Financial, LLC on SEC Form ADV.

How much of Lewis Financial, LLC does Wyatt Evan Lewis own?

Form ADV reports a beneficial ownership band of Over 75%.

Lewis Financial, LLC

TitleManaging Member/Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2023
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