Lewis Wealth Management

Finance · Indiana, United States · 1-10 Employees

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Overview

Headquarters

2402 Winfield Dr, Carmel, Indiana, 46032...

Phone Number

(317) 969-5080

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Lewis Wealth Management

With the assurance that LWM is working every day to anticipate the unexpected, you have the freedom to enjoy living your life today. LEWIS WEALTH MANAGEMENT, LLC (LWM) is a registered investment adviser offering advisory services in the State of Indiana and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by LWM in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of LWM, unless otherwise specifically citeRead more
Popular SearchesLewis Wealth Management LLCLewis Wealth ManagementWealth Management PartnersSIC Code 62,628NAICS Code 52,523Show more

Lewis Wealth Management Org Chart

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Compare insights from companies similar to Lewis Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Lewis Wealth Management

<$5M
1-10
Private
-
-
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
<$5M
1-10
Private
-
2008
CH
Chris HardyFounder & CEO
<$5M
1-10
Private
-
2014
MZ
Mitch ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
<$5M
1-10
Private
-
2019
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Lewis Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Lewis Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Lewis Wealth Management.

Lewis Wealth Management Tech Stack

A closer look at the technologies used by Lewis Wealth Management

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Frequently Asked Questions Regarding Lewis Wealth Management

What is Lewis Wealth Management's official website?
Lewis Wealth Management's official website is www.lewiswealthmanagement.net
What is Lewis Wealth Management's Revenue?
Lewis Wealth Management's revenue is <$5 Million
What is Lewis Wealth Management's SIC code?
Lewis Wealth Management's SIC: 62,628
What is Lewis Wealth Management's NAICS code?
Lewis Wealth Management's NAICS: 52,523
How many employees does Lewis Wealth Management have?
Lewis Wealth Management has 1-10 employees
What industry does Lewis Wealth Management belong to?
Lewis Wealth Management is in the industry of: Finance, Securities Trading
What is Lewis Wealth Management competition?
Lewis Wealth Management top competitors include: Level Wealth Management, Constant Guidance Financial, Christman Financial Advisors, Paramount Investment Advisors
What technology does Lewis Wealth Management use?
Some of the popular technologies that Lewis Wealth Management uses are: Google Workspace, Gmail, Hostgator, BlueHost
How do I contact Lewis Wealth Management?
Lewis Wealth Management contact info: Phone number: (317) 969-5080 Website: www.lewiswealthmanagement.net
What does Lewis Wealth Management do?

With the assurance that LWM is working every day to anticipate the unexpected, you have the freedom to enjoy living your life today. LEWIS WEALTH MANAGEMENT, LLC (LWM) is a registered investment adviser offering advisory services in the State of Indiana and in other jurisdictions where exempted. Registration does not imply a certain level of skill... or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by LWM in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of LWM, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties informational accuracy or completeness. All information or ideas provided should be discussed in detail with an adviser, accountant or legal counsel prior to implementation. Lewis Wealth Management was founded on the principle of providing the most personalized investing experience found anywhere. What this means for you is that you are treated as a unique individual. Instead of allocating your portfolio towards a one-size-fits-all model, I will customize a specific investment strategy just for you!Read More

Is Lewis Wealth Management a public company?
Lewis Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Lewis Wealth Management

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