Grace Barr Lewis
Investment adviser representative at Abound Wealth Management, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.9BFirm assets
Are you Grace Barr 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 assetsFixed or flat fee
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
12 years in the industry.
- Abound Wealth Management, LLCMar 2022 to now
- Regions BankJun 2020 to Feb 2022
- Sentar, Inc,May 2017 to May 2020
- Mississippi State UniversityAug 2016 to Jun 2020
- Grounded Coffee BarAug 2014 to Jan 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TN).
Abound Wealth Management, LLC
$1.9BAssets managed
936Clients
16Advisers
9 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
- 7969950
- Firm CRD
- 285903