RIA Intel›Advisers›Oregon›W.H. LEWIS FINANCIAL, LLC.

W.H. LEWIS FINANCIAL, LLC.

Advisory

Data as of Sep 30, 2022 · Source: SEC Form ADV

Average account

$77K

across 7 accounts

AUM per adviser

$540K

1 advisers

Source: SEC Form ADV. Figures as filed Sep 30, 2022.

Total AUM

$540K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$540K

Discretionary AUM$540K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients7

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndJune

Operates InOR

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

7 clients

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

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Advisers of similar size in OR

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

ROGUE RUSSELL INVESTMENTS

$550K

INNOVATOR WEALTH ADVISOR, LLC

BEAVERTON, OR

$500K

MIDDLE ROAD, LLC

$492K

BAUTISTA, JOSEPH, JOHNSON

$665K

SHARED PROSPERITY GROUP LLC

PORTLAND, OR

$680K

ALPINE ROAD FINANCIAL LLC

$781K

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