Lewinter Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. Financial planning was provided to 1–10 clients last fiscal year.
Lewinter Wealth Advisors reports 85 clients. They include 56 individual clients and 29 high-net-worth individuals. Of its assets, 95.4% ($155M across 257 accounts) are managed with discretion; $7.42M across 4 accounts are not. It advised 5 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 66% | 36% |
| High-net-worth individuals | 34% | 64% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 56 | $58.8M | 36.2% | $1.05M |
| High-net-worth individuals | 29 | $104M | 63.8% | $3.58M |
| Total | 85 | $163M | 100% | $1.91M |
- Clients
- 56
- Regulatory AUM
- $58.8M
- AUM share
- 36.2%
- Avg. per client
- $1.05M
- Clients
- 29
- Regulatory AUM
- $104M
- AUM share
- 63.8%
- Avg. per client
- $3.58M
Total
- Clients
- 85
- Regulatory AUM
- $163M
- AUM share
- 100%
- Avg. per client
- $1.91M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 5
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Lewinter Wealth Advisors is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Financial plans are a fixed fee of $3,000 to $10,000, or $650 an hour, negotiable and paid in arrears on completion of project milestones.
David Lewinter owns 75% or more of Lewinter Wealth Advisors. The leadership team of Lewinter Wealth Advisors includes Chief Compliance Officer David Lewinter. It has 1 employee.
Leadership
- David LewinterManaging Member/Chief Compliance Officer
- Linda LewinterSilent Partner
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Lewinter Wealth Advisors, LLC
David Lewinter
Control person · since October 2010
- Owns 10% to 25% of Lewinter Wealth Advisors, LLC
Linda Lewinter
since October 2010
Lewinter Wealth Advisors’ regulatory assets grew from $130M (May 2025) to $163M (July 2026); clients rose from 77 to 85 and employees were 1 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $163M | 85 | 1 | 3 |
| May 2025 | $130M | 77 | 1 | 2 |
Besides its headquarters, Lewinter Wealth Advisors has 2 offices (2 private residences, listed without an address), with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Lewinter Wealth Advisors, LLC
- Headquarters
- Not reported
- Website
- lewinterwealthadvisors.com
- Phone
- 973-294-2621
- SEC file
- 801-132099
- Structure
- Florida LLC
- Fiscal year end
- December
Lewinter Wealth Advisors uses Charles Schwab ($161M) as custodian for its separately managed accounts. Lewinter Wealth Advisors has custody of $25.9M in client assets for 41 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $161M100%
At year end, Lewinter Wealth Advisors’ separately managed accounts were mostly in funds (69%) and stocks (14%).
What the accounts hold
- Stocks14%
- Exchange-traded equities13%
- Non-exchange-traded equities1%
- Funds69%
- Bonds9%
- U.S. government and agency bonds7%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash8%
How many clients does Lewinter Wealth Advisors have?
Lewinter Wealth Advisors has 85 clients and manages $163 million for them, as of July 2026. They include 56 individual clients and 29 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 July 2026
What services does Lewinter Wealth Advisors offer?
Lewinter Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Lewinter Wealth Advisors use?
Lewinter Wealth Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $161M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 July 2026
How many financial advisors does Lewinter Wealth Advisors have?
Lewinter Wealth Advisors has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Lewinter Wealth Advisors invest in?
At the end of its last fiscal year, Lewinter Wealth Advisors’ separately managed accounts held 69% registered funds (mutual funds, ETFs, BDCs), 13% exchange-traded equities, 8% cash and equivalents, 7% U.S. government and agency bonds, 1% non-exchange-traded equities, 1% state and local bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Lewinter Wealth Advisors?
Lewinter Wealth Advisors’ direct owners are David Lewinter (75% or more) and Linda Lewinter (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 30 July 2026
How does Lewinter Wealth Advisors get paid?
Lewinter Wealth Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Lewinter Wealth Advisors?
Its phone number is 973-294-2621. Its website is lewinterwealthadvisors.com.