Treg Alexander Lewis
Investment adviser representative at Dopkins Wealth Management, LLC
12 yearsExperience
1 stateRegistered in
$717MFirm assets
23 yearsFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Dopkins Wealth Management, LLCOct 2024 to now
- Bbx, Inc.Oct 2014 to Oct 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
Dopkins Wealth Management, LLC
$717MAssets managed
312Clients
7Advisers
23 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
- 8034485
- Firm CRD
- 124209