RIA Intel›Advisers›Florida›KRIS LEWICKI & ASSOCIATES, LLC

KRIS LEWICKI & ASSOCIATES, LLC

Advisory

CORAL SPRINGS, FL

Data as of May 21, 2026 · Source: SEC Form ADV

Rank in FL
#1,337
of 2,610 advisers by AUM
Average account
$426K
across 225 accounts
AUM per adviser
$32M
3 advisers

Source: SEC Form ADV. Figures as filed May 21, 2026.

Total AUM
$96M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
3
Assets Under Management
Total AUM$96M
Discretionary AUM$96M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients58
Team
Total Employees3
Investment Advisers3
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, NC, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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