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LEWINTER WEALTH ADVISORS, LLC
CRD 155921 · SEC 801-132099
NJ, United States
Phone
973-294-2621
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$162.5M
Discretionary AUM
$155.1M
Team
1 total employees; 1 advisory reps; 5 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 56 | $58.8M |
| High net worth individuals | 29 | $103.7M |
States served
NJ, NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD