Wyatt Evan Lewis
Investment adviser representative at Lewis Financial, LLC
21 yearsExperience
1 stateRegistered in
$134MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
21 years in the industry.
- Lewis Financial, LLCJan 2026 to now
- LPL Financial LLCOct 2005 to now
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (CA).
Lewis Financial, LLC
$134MAssets managed
255Clients
3Advisers
1 yearIn 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
- 4665596
- Firm CRD
- 170324