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Lewis Semakula

Investment adviser representative at Tanager Wealth Management
11 yearsExperience
1 stateRegistered in
$1.6BFirm assets
13 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.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

11 years in the industry.

  1. Tanager Wealth Management LLPFeb 2020 to now
  2. St. James's Place Wealth ManagementMay 2019 to Feb 2020
  3. Logic Financial ServicesJun 2018 to May 2019
  4. J&k Global LimitedJul 2017 to Jun 2018
  5. HavencareJun 2015 to May 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 1 state (PA).

Tanager Wealth Management

Legal name: Tanager Wealth Management LLP

$1.6BAssets managed
1,052Clients
13Advisers
13 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
8231616
Firm CRD
166084
Advisor's SEC record (opens in a new tab)
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