Lewis Financial, LLC
● SEC registered since 2025CRD 170324SEC# 801-132016San Luis Obispo, CA
Reg. AUM
$134M
Employees
3
Accounts
255
Location
San Luis Obispo, CA
Lewis Financial, LLC assets under management
Lewis Financial, LLC is an SEC-registered investment adviser based in San Luis Obispo, CA. The firm has been registered since 2025. It reports $134 million in regulatory assets under management and employs 3 people.
Lewis Financial, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Wyatt Evan Lewis Control | Managing Member/Chief Compliance Officer | Over 75% | 2023 |
Frequently asked questions
How much does Lewis Financial, LLC manage?
Lewis Financial, LLC reports $134 million in regulatory assets under management on its Form ADV.
How many employees does Lewis Financial, LLC have?
Lewis Financial, LLC reports 3 employees.
Where is Lewis Financial, LLC located?
Lewis Financial, LLC is based in San Luis Obispo, CA and has been SEC-registered since 2025.
Does Lewis Financial, LLC disclose fund performance?
Lewis Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3590 Sacramento Dr., Ste 140, San Luis Obispo, CA 93401 |
| Phone | (805) 548-0900 |
| Fax | (805) 548-0901 |
| Office hours | 8:30 4:30 |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$134M▲ 24%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$134Mregulatory AUM
Discretionary $134M