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Managing Member/chief Compliance Officer · Lewis Financial, LLC

Wyatt E. Lewis

CRD 4665596 · Named on Form ADV at one SEC-registered adviser

At a glance

Lewis Financial, LLC, an SEC-registered wealth manager based in SAN Luis Obispo, CA with $134 million in regulatory assets, lists Wyatt E. Lewis on its Form ADV as Managing Member/chief Compliance Officer, a control person.

Firms and roles

  • Lewis Financial, LLCManaging Member/chief Compliance OfficerWealth manager · SAN Luis Obispo, CA · $134M in regulatory assets

AtlasMembers

Wyatt’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Wyatt’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.