# Lewis Wealth Management, LLC

> Lewis Wealth Management, LLC is a state-registered investment advisory firm in Carmel, IN, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 5, 2026.

- CRD: 289065
- Filed as: LEWIS WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Carmel, IN
- Filing period: October 2026
- Form ADV filing dated: January 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/289065
- AdvisorCensus page: https://advisorcensus.com/firm/lewis-wealth-management-llc-carmel-in-289065

## Quick answers

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

**Where is Lewis Wealth Management, LLC located?**
Lewis Wealth Management, LLC's principal office is in Carmel, IN, according to its Form ADV.

**Is Lewis Wealth Management, LLC registered with the SEC or a state?**
Lewis Wealth Management, LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 289065.

**How much does Lewis Wealth Management, LLC manage?**
Lewis Wealth Management, LLC reports $42,269,773 in regulatory assets under management in its Form ADV filing dated January 5, 2026 (100% discretionary).

**What types of clients does Lewis Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (81); high net worth individuals (14); corporations or other businesses not listed above (2).

**Does Lewis Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/289065

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $42,269,773
- Discretionary: $42,269,773
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 81 | $16,663,768 |
| High net worth individuals | 14 | $25,568,951 |
| Corporations or other businesses not listed above | 2 | $37,054 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL, IN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lewiswealthmanagement.net

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lewis Wealth Management, LLC (CRD 289065): Form ADV filing data as of October 2026.