Wendy Oliver Lewis
Investment adviser representative at Physician Wealth Advisors, Inc.
39 yearsExperience
1 stateRegistered in
$2BFirm assets
21 yearsFirm in business
Are you Wendy Oliver Lewis? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
39 years in the industry.
- Physician Wealth Advisors, Inc.Dec 2010 to now
- Physician Wealth Advisors, Inc. (fka UMA Financial Services)Jun 2004 to now
- Fidelity Brokerage Services, Inc.Jan 1987 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (UT).
Physician Wealth Advisors, Inc.
$2BAssets managed
1,124Clients
9Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1683943
- Firm CRD
- 106043