NATIONAL WEALTH MANAGEMENT GROUP, LLC
SEC RegisteredUnderstanding Your Financial Future
About the firm
Jim Lewis, AAMS® is a Wealth Advisor committed to helping clients create strategies for their retirement assets. The firm takes a hands-on approach to financial guidance, working closely with clients over time to maintain a disciplined approach to realizing their goals. Long-term relationships that encourage open and honest communication have been the cornerstone of the foundation of success.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Personalized financial strategies tailored to clients' goals, including retirement asset strategies, investment guidance balancing growth with principal preservation, estate management, and life insurance needs assessment.
Who they serve
Individuals and families seeking help with every aspect of their financial lives, particularly those with retirement in sight.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1,174 | $314M |
| High Net Worth Individuals | 134 | $215M |
18 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
18 advisors in the directory
Regulatory & compliance
Data as of April 2, 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. NATIONAL WEALTH MANAGEMENT GROUP, 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.