LEWIS FINANCIAL, LLC

CRD 170324 · SEC 801-132016

3590 SACRAMENTO DR., STE 140, SAN LUIS OBISPO, CA, 93401, United States

Phone

(805) 548-0900

Fax

(805) 548-0901

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$133.9M

Discretionary AUM

$133.9M

Team

3 total employees; 3 advisory reps

Clients

Fees

Percentage of AUM; Hourly charges

Org form

Limited Liability Company

Filing date

2026-02-25

Disciplinary history

Services

Portfolio management (individuals)

Type	Clients	AUM
Individuals	195	$42.0M
High net worth individuals	58	$90.0M
Pension/profit sharing plans	1	$1.5M
Corporations/business entities	1	$450K

Official SEC filing: View on IAPD