Kristopher Garrett Lewis
Investment adviser representative at Tuttle Wealth Partners LLC
12 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$104.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Tuttle Wealth Partners LLCFeb 2026 to now
- Cg Advisory ServicesOct 2025 to Feb 2026
- Scarlet Oak Financial ServicesOct 2025 to Feb 2026
- UnemployedJul 2025 to Oct 2025
- The Vanguard Group, Inc.Jun 2014 to Jul 2025
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
State registrations
Registered as an investment adviser representative in 3 states (CT, NC, SC).
Tuttle Wealth Partners LLC
$104.2MAssets managed
417Clients
2Advisers
Under 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
- 6351200
- Firm CRD
- 338406