{
  "crd_number": 156073,
  "slug": "rd-lewis-wealth-management-maitland-fl-156073",
  "primary_business_name": "RD LEWIS WEALTH MANAGEMENT",
  "legal_name": "RD LEWIS HOLDINGS, INC.",
  "dbas": [],
  "city": "Maitland",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "36740",
  "metro": {
    "cbsa_code": "36740",
    "common_name": "Orlando",
    "msa_name": "Orlando-Kissimmee-Sanford, FL",
    "path": "/advisors/fl/orlando"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2020-10-20",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-09-28",
  "carried_forward": false,
  "raum_total": 256787908.0,
  "raum_discretionary": 256787908.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 8,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 79606859.0,
      "count": 330
    },
    "high_net_worth_individuals": {
      "raum": 177181049.0,
      "count": 121
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "GA",
    "TX",
    "VA"
  ],
  "websites": [
    "https://rdlewiswealthmanagement.com",
    "https://twitter.com/RDLewisWealthM1"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/156073",
  "city_as_filed": "MAITLAND",
  "url": "https://advisorcensus.com/firm/rd-lewis-wealth-management-maitland-fl-156073",
  "display_name": "RD Lewis Wealth Management",
  "summary": "RD Lewis Wealth Management is an SEC-registered investment advisory firm in Maitland, FL, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 28, 2026.",
  "citation": "AdvisorCensus. RD Lewis Wealth Management (CRD 156073): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is RD Lewis Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), RD Lewis Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges."
    },
    {
      "q": "How much does RD Lewis Wealth Management charge?",
      "a": "Its Form ADV Part 2A brochure dated June 3, 2026 states: Hourly rate: $125 to $250 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is RD Lewis Wealth Management located?",
      "a": "RD Lewis Wealth Management's principal office is in Maitland, FL, according to its Form ADV."
    },
    {
      "q": "Is RD Lewis Wealth Management registered with the SEC or a state?",
      "a": "RD Lewis Wealth Management is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 156073."
    },
    {
      "q": "How much does RD Lewis Wealth Management manage?",
      "a": "RD Lewis Wealth Management reports $256,787,908 in regulatory assets under management in its Form ADV filing dated September 28, 2026 (100% discretionary)."
    },
    {
      "q": "How have RD Lewis Wealth Management's assets and staff changed since 2021?",
      "a": "In the Form ADV data for RD Lewis Wealth Management: Regulatory assets under management: $139,840,420 in the October 2021 data and $256,787,908 in the October 2026 data, up 84%. Total employees: 3 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does RD Lewis Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (330); high net worth individuals (121)."
    },
    {
      "q": "Which custodians does RD Lewis Wealth Management use?",
      "a": "RD Lewis Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC and Vanguard Marketing Corporation as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does RD Lewis Wealth Management report any disciplinary disclosures?",
      "a": "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/156073"
    },
    {
      "q": "Does RD Lewis Wealth Management state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated June 3, 2026 says: \"RD Lewis does not impose a minimum relationship size for its advisory services.\""
    },
    {
      "q": "What changed in RD Lewis Wealth Management's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $215,293,650 to $256,787,908 (+19%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 139840420.0,
      "total_employees": 3,
      "filing_date": "2021-03-22"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 173413745.0,
      "total_employees": 5,
      "filing_date": "2022-06-22"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 152337681.0,
      "total_employees": 5,
      "filing_date": "2023-02-24"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 183826112.0,
      "total_employees": 8,
      "filing_date": "2024-06-18"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 215293650.0,
      "total_employees": 7,
      "filing_date": "2025-03-19"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 256787908.0,
      "total_employees": 8,
      "filing_date": "2026-09-28"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $215,293,650 to $256,787,908 (+19%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in GA, VA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 3, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $125 to $250 an hour (financial planning services)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "RD Lewis does not impose a minimum relationship size for its advisory services."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $125 to $250 an hour (financial planning services)"
        ],
        "quotes": [
          "RD Lewis offers financial planning services at an hourly rate ranging from $125 to $250."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": null,
          "min": 125.0,
          "max": 250.0,
          "period": "hour",
          "service": "financial planning services"
        }
      ]
    },
    "quotes": [
      "RD Lewis does not impose a minimum relationship size for its advisory services.",
      "RD Lewis offers financial planning services at an hourly rate ranging from $125 to $250."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "LPL Financial LLC",
      "name_as_filed": "LPL FINANCIAL LLC",
      "affiliated": false
    },
    {
      "name": "Vanguard Marketing Corporation",
      "name_as_filed": "VANGUARD MARKETING CORPORATION",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/rd-lewis-wealth-management-maitland-fl-156073.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 330,
      "fewer_than_5": false,
      "raum": 79606859.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 121,
      "fewer_than_5": false,
      "raum": 177181049.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/156073",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}