RIA Intel›Advisers›Texas›LEWIS WEIL COMPANY LLC

LEWIS WEIL COMPANY LLC

Advisory

AUSTIN, TX

Data as of May 29, 2026 · Source: SEC Form ADV

Rank in TX

#2,392

of 2,813 advisers by AUM

Average account

$50K

across 165 accounts

AUM per adviser

$8M

1 advisers

Source: SEC Form ADV. Figures as filed May 29, 2026.

Total AUM

$8M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$8M

Discretionary AUM$8M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients103

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, NY, TX

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

103 clients

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

See plansIncluded with the Intelligence plan

Advisers of similar size in TX

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

QHH CAPITAL MANAGEMENT, LLC

$8M

RIDLEY WEALTH MANAGEMENT LLC

$8M

DRIFTWOOD CAPITAL, LLC

DALLAS, TX

$8M

THERAWEALTH, LLC

$8M

ASSET LIFT WEALTH MANAGEMENT, LLC

$8M

HOOVER CAPITAL MANAGEMENT, LLC

SOUTHLAKE, TX

$8M

Get the full picture on LEWIS WEIL COMPANY LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track LEWIS WEIL COMPANY LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans