# W.H. Lewis Financial, LLC.

> W.H. Lewis Financial, LLC. is a state-registered investment advisory firm, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 30, 2022.

- CRD: 282122
- Filed as: W.H. LEWIS FINANCIAL, LLC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Oregon
- Filing period: October 2026
- Form ADV filing dated: September 30, 2022
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/282122
- AdvisorCensus page: https://advisorcensus.com/firm/w-h-lewis-financial-llc-282122

## Quick answers

**How is W.H. Lewis Financial, LLC. compensated?**
On its Form ADV (Item 5.E, October 2026), W.H. Lewis Financial, LLC. reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is W.H. Lewis Financial, LLC. registered with the SEC or a state?**
W.H. Lewis Financial, LLC. is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 282122.

**How much does W.H. Lewis Financial, LLC. manage?**
W.H. Lewis Financial, LLC. reports $540,000 in regulatory assets under management in its Form ADV filing dated September 30, 2022 (100% discretionary).

**What types of clients does W.H. Lewis Financial, LLC. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (7).

**Does W.H. Lewis Financial, 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/282122

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $540,000
- Discretionary: $540,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $540,000 |

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

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

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. W.H. Lewis Financial, LLC. (CRD 282122): Form ADV filing data as of October 2026.