AdFi
DJ

David J. Lewinter

Investment Adviser Representative at LEWINTER WEALTH ADVISORS, LLC

Boynton Beach, FLCRD #5872749Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
16 yrs
States Registered
3 states

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

David J. Lewinter has worked in the securities industry since 2010. They are registered to provide investment advisory services in Florida, New Jersey, and New York.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 3 states
FloridaNew JerseyNew York

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.0085
Account minimum: $1,000,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Lewinter Wealth Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

LEWINTER WEALTH ADVISORS, LLCCurrent
12/20/2010Boynton Beach, FL

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at LEWINTER WEALTH ADVISORS, LLC

1 other advisor in the directory

View LEWINTER WEALTH ADVISORS, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. David J. Lewinter has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

David J. Lewinter - Financial Advisor in Boynton Beach, FL | AdvisorFinder