Lewinter Wealth Advisors, LLC
● SEC registered since 2025CRD 155921SEC# 801-132099
Reg. AUM
$162.5M
Employees
1
Accounts
261
Location
—
Lewinter Wealth Advisors, LLC assets under management
Lewinter Wealth Advisors, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2025. It reports $162.5 million in regulatory assets under management and employs 1 people.
Lewinter Wealth Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David J. Lewinter Control | Managing Member/Chief Compliance Officer | Over 75% | 2010 |
| Linda Beth Lewinter | Silent Partner | 10-25% | 2010 |
Frequently asked questions
How much does Lewinter Wealth Advisors, LLC manage?
Lewinter Wealth Advisors, LLC reports $162.5 million in regulatory assets under management on its Form ADV.
How many employees does Lewinter Wealth Advisors, LLC have?
Lewinter Wealth Advisors, LLC reports 1 employees.
Does Lewinter Wealth Advisors, LLC disclose fund performance?
Lewinter Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 973-294-2621 |
| Office hours | 8:00 a.m. - 6:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$162.5M▲ 25%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$162.5Mregulatory AUM
Discretionary $155.1MNon-discretionary $7.4M