# RD Lewis Wealth Management

> 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.

- CRD: 156073
- Filed as: RD LEWIS WEALTH MANAGEMENT
- Legal name: RD Lewis Holdings, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Maitland, FL
- Filing period: October 2026
- Form ADV filing dated: September 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/156073
- AdvisorCensus page: https://advisorcensus.com/firm/rd-lewis-wealth-management-maitland-fl-156073

## Quick answers

**How is RD Lewis Wealth Management compensated?**
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.

**How much does RD Lewis Wealth Management charge?**
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.

**Where is RD Lewis Wealth Management located?**
RD Lewis Wealth Management's principal office is in Maitland, FL, according to its Form ADV.

**Is RD Lewis Wealth Management registered with the SEC or a state?**
RD Lewis Wealth Management is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 156073.

**How much does RD Lewis Wealth Management manage?**
RD Lewis Wealth Management reports $256,787,908 in regulatory assets under management in its Form ADV filing dated September 28, 2026 (100% discretionary).

**How have RD Lewis Wealth Management's assets and staff changed since 2021?**
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.

**What types of clients does RD Lewis Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (330); high net worth individuals (121).

**Which custodians does RD Lewis Wealth Management use?**
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.

**Does RD Lewis Wealth Management 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/156073

**Does RD Lewis Wealth Management state an account minimum?**
Its Form ADV Part 2A brochure dated June 3, 2026 says: "RD Lewis does not impose a minimum relationship size for its advisory services."

**What changed in RD Lewis Wealth Management's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $215,293,650 to $256,787,908 (+19%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated June 3, 2026)

- Account minimum: None

> RD Lewis does not impose a minimum relationship size for its advisory services.

- Hourly rate: $125 to $250 an hour (financial planning services)

> RD Lewis offers financial planning services at an hourly rate ranging from $125 to $250.

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

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC
- Vanguard Marketing Corporation

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: $256,787,908
- Discretionary: $256,787,908
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 330 | $79,606,859 |
| High net worth individuals | 121 | $177,181,049 |

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

### Firm details
- Registered since: 2020 (5 years)
- Employees: 8 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- rdlewiswealthmanagement.com
- X @RDLewisWealthM1

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $139,840,420 | 3 | March 22, 2021 |
| October 2022 | $173,413,745 | 5 | June 22, 2022 |
| October 2023 | $152,337,681 | 5 | February 24, 2023 |
| October 2024 | $183,826,112 | 8 | June 18, 2024 |
| October 2025 | $215,293,650 | 7 | March 19, 2025 |
| October 2026 | $256,787,908 | 8 | September 28, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $215,293,650 to $256,787,908 (+19%).

### December 2025
- Registered or notice-filed in GA, VA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. RD Lewis Wealth Management (CRD 156073): Form ADV filing data as of October 2026.