LEWINTER WEALTH ADVISORS, LLC
SEC RegisteredHelping you achieve your life goals through strategic financial planning and wealth management
About the firm
Lewinter Wealth Advisors, LLC was established with one goal in mind—to help clients achieve their life goals through strategic financial planning and wealth management. The firm offers comprehensive financial planning services and wealth management services, providing high-quality, personalized professional services in a comfortable and engaging environment.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive financial planning services, including helping clients identify and prioritize their financial goals and establishing a realistic plan for achieving those goals; wealth management services to help clients' money work toward achieving their dreams and aspirations.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 56 | $59M |
| High Net Worth Individuals | 29 | $104M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
5 total clients reported on Form ADV.
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 3, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. LEWINTER WEALTH ADVISORS, LLC 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 the SEC or FINRA websites before making any decision.