Lewis Asset Management

CRD 143409 · Lafayette, CA · $387.1M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 143409
SEC number: 801-119399
Firm type: RIA
Assets under management: $387.1M as of May 20, 2026
Website: www.instagram.com/lewisam_cares ↗
Phone: 925-284-4033
Address: 985 Moraga Rd., Lafayette, CA, 94549

Advisors at this firm

5 in our index · page 1 of 1

Eric Paul AposhianCRD 2647433 · Pittston, PA

IA RegisteredRegistration inactive

Disclosure event(s) on record
David William LewisCRD 2945897 · Lafayette, CA

IA Registered

Disclosure event(s) on record
Joseph Frederick McdonoughCRD 2313201 · Lafayette, CA

IA RegisteredRegistration inactive
Mark PhillipsCRD 4767861 · Pittston, PA

IA RegisteredRegistration inactive
David WissingerCRD 1485875 · Lafayette, CA

IA Registered

Source & corrections

Where this page comes from

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