Isaac Leroy Wentz
Investment adviser representative at Hunter Lewis LLC
11 yearsExperience
1 stateRegistered in
CFADesignation
$394.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed 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
11 years in the industry.
- Hunter Lewis LLCMay 2019 to now
- StudentAug 2015 to May 2019
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (VA).
Hunter Lewis LLC
$394.6MAssets managed
14Clients
2Advisers
7 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
- 6649448
- Firm CRD
- 304985