Linda Lewinter is not listed as a control person, but directly owns between 10% and 25% of Lewinter Wealth Advisors.
Lewinter Wealth Advisors is an investment adviser, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $163 million, as filed on 30 July 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 5872751
- Firm
- Lewinter Wealth Advisors · CRD 155921
- Role
- Silent Partner
- In role since
- October 2010 · 16 years
- Control person
- Not listed
- Direct ownership
- 10% to 25%
- Firm headquarters
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Linda Lewinter work?
Linda Lewinter has been Silent Partner of Lewinter Wealth Advisors, LLC since October 2010.
How can I verify Linda Lewinter’s record?
Linda Lewinter’s role is listed on Lewinter Wealth Advisors, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 155921.