# Lewinter Wealth Advisors, LLC

> Lewinter Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 30, 2026.

- CRD: 155921
- Filed as: LEWINTER WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: July 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/155921
- AdvisorCensus page: https://advisorcensus.com/firm/lewinter-wealth-advisors-llc-155921

## Quick answers

**How is Lewinter Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Lewinter Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Lewinter Wealth Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated July 30, 2026 states: Hourly rate: $650 an hour. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is Lewinter Wealth Advisors, LLC registered with the SEC or a state?**
Lewinter Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 155921.

**How much does Lewinter Wealth Advisors, LLC manage?**
Lewinter Wealth Advisors, LLC reports $162,529,068 in regulatory assets under management in its Form ADV filing dated July 30, 2026 (95% discretionary).

**How have Lewinter Wealth Advisors, LLC's assets and staff changed since 2025?**
In the Form ADV data for Lewinter Wealth Advisors, LLC: Regulatory assets under management: $130,293,562 in the October 2025 data and $162,529,068 in the October 2026 data, up 25%. Total employees: 1 in October 2025 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Lewinter Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (56); high net worth individuals (29).

**Which custodians does Lewinter Wealth Advisors, LLC use?**
Lewinter Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Lewinter Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/155921

**What changed in Lewinter Wealth Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $130,293,562 to $162,529,068 (+25%). No longer lists an office in New York, NY.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated July 30, 2026)

- Hourly rate: $650 an hour

> Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is $ 650.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $162,529,068
- Discretionary: $155,108,968
- Non-discretionary: $7,420,100

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 56 | $58,797,953 |
| High net worth individuals | 29 | $103,731,115 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NJ, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lewinterwealthadvisors.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $130,293,562 | 1 | May 22, 2025 |
| October 2026 | $162,529,068 | 1 | July 30, 2026 |

Regulatory assets under management: $130,293,562 in the October 2025 data and $162,529,068 in the October 2026 data, up 25%.
Total employees: 1 in October 2025 and 1 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $130,293,562 to $162,529,068 (+25%).
- No longer lists an office in New York, NY.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lewinter Wealth Advisors, LLC (CRD 155921): Form ADV filing data as of October 2026.