{"url":"https://nivawealth.com/firms/lewinter-wealth-advisors-155921","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/155921","regulatoryAum":162529068,"crd":"155921","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"8266397","suffix":null,"lastName":"Lewinter","firstName":"Benjamin","middleName":"Seth"},{"crd":"5872749","suffix":null,"lastName":"LEWINTER","firstName":"DAVID","middleName":"J."}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2025-05-22","regulatoryAum":130293562,"clients":77,"employees":1,"offices":2},{"filedOn":"2026-07-30","regulatoryAum":162529068,"clients":85,"employees":1,"offices":3}],"secFileNumber":"801-132099","legalName":"Lewinter Wealth Advisors, LLC","displayName":"Lewinter Wealth Advisors","slug":"lewinter-wealth-advisors-155921","website":"https://lewinterwealthadvisors.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Florida limited liability company","fiscalYearEnd":"December","headquarters":{"street":"","city":"","state":"","stateName":"","country":"","postalCode":null},"tradeNames":[],"registration":{"secApproved":"6 March 2025","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1912106.6823529413,"staff":{"employees":1,"advisory":1,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":162529068,"discretionary":155108968,"discretionaryAccounts":257,"nonDiscretionary":7420100,"nonDiscretionaryAccounts":4,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":5},"clientTypes":[{"label":"Individuals (other than HNW)","clients":56,"regulatoryAum":58797953},{"label":"High-net-worth individuals","clients":29,"regulatoryAum":103731115}],"feePrograms":[{"role":"other","program":"Financial Planning","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053441","versionId":1053441,"submittedOn":"2026-07-30","documentName":"ADV 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T14:16:05.926602+00:00","documents":[{"name":"ADV 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053441","versionId":1053441,"submittedOn":"2026-07-30"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":161173647}],"custodyNote":"Lewinter Wealth Advisors has custody of $25.9M in client assets for 41 clients.","otherCustodians":[],"leadership":[{"name":"David Lewinter","title":"Managing Member/Chief Compliance Officer","crd":"5872749"},{"name":"Linda Lewinter","title":"Silent Partner","crd":"5872751"}],"ownership":[{"label":"David Lewinter","detail":"Managing member/chief compliance officer in the 75% or more ownership band and a control person, since October 2010."},{"label":"Linda Lewinter","detail":"Silent partner in the 10% to 25% ownership band, since October 2010."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":2,"privateResidences":2},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"973-294-2621","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"1-10","assetMix":[{"label":"Exchange-traded equity securities","percent":13},{"label":"Non-exchange-traded equity securities","percent":1},{"label":"U.S. government/agency bonds","percent":7},{"label":"U.S. state and local bonds","percent":1},{"label":"Investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":69},{"label":"Cash and cash equivalents","percent":8}],"privateFunds":0},"sources":{"adv1FilingDate":"30 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/155921/PDF/155921.pdf","brochureDate":"30 July 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053441","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Lewinter Wealth Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Lewinter Wealth Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Lewinter Wealth Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Lewinter Wealth Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Lewinter Wealth Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Lewinter Wealth Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Lewinter Wealth Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Lewinter Wealth Advisors?","answer":"Its phone number is 973-294-2621. Its website is lewinterwealthadvisors.com.","source":"Form ADV Part 1A, Item 1.F, filed 30 July 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}