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LEWIS ASSET MANAGEMENT
LEWIS ASSET MANAGEMENT, LLC
CRD 143409 · SEC 801-119399
985 MORAGA RD., SUITE 207, LAFAYETTE, CA, 94549, United States
Phone
925-284-4033
Fax
925-284-4034
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$387.1M
Discretionary AUM
$382.5M
Team
5 total employees; 5 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 167 | $39.8M |
| High net worth individuals | 109 | $345.0M |
| Pension/profit sharing plans | 1 | $776K |
| Corporations/business entities | 5 | $1.5M |
States served
AZ, CA, NJ, PA, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD