RIA Intel›Advisers›Indiana›LEWIS WEALTH MANAGEMENT, LLC

LEWIS WEALTH MANAGEMENT, LLC

Advisory

CARMEL, IN

Data as of Jan 5, 2026 · Source: SEC Form ADV

Average account

$135K

across 312 accounts

AUM per adviser

$42M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 5, 2026.

Total AUM

$42M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$42M

Discretionary AUM$42M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients97

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIL, IN, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

97 clients

14 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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MACK FINANCIAL GROUP, INC.

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