SourcingSourcing

RD LEWIS HOLDINGS, INC.

C34
CRD 156073·SEC 801-119654·MAITLAND, FL
AUM
$256.8M
$100M-$500M
Est. Revenue
$2.6M
@ 1% on AUM
Est. EBITDA
$770K
@ 30% margin
Est. Deal Value
$6.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
RD LEWIS HOLDINGS, INC.
CRD
156073
SEC file #
801-119654
EIN
273168921
DBA names
Rd Lewis Wealth Management

Economics

AUM
$256.8M
AUM band
$100M-$500M
AUM trajectory
'21'26
$118.1M → $256.8M▲ +117%
Client mix
Individuals Other330
Individuals High Net Worth121

Operations

Employees (total)
8
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'21'26
2 advisors → 2 advisors▬ 0%
Primary office
MAITLAND FL
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
03/06/2026
ADV-W filed at
—
Website
twitter.com/rdlewiswealthm1(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LEWIS, DELCENA, DELETHIA
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
LEWIS, DELCENA, DELETHIA
LEWIS, RICHARD, ANTHONY
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:twitter.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002046179
Edgar Registered
Yes
Edgar Filing Count
7
Edgar First Filing Date
2025-02-10
Edgar Last Filing Date
2026-04-14
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-04-14
Accession0001951757-26-000591

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Lpl Financial4
E*trade4
Edgar Addresses
Mailing
253 NORTH ORLANDO AVENUESUITE 302MAITLAND, FL 32801
Business
253 NORTH ORLANDO AVENUESUITE 302MAITLAND, FL 32801
Edgar EIN
273168921
Edgar Recent Filings
13F-HR2026-04-14 · 0001951757-26-000591
13F-HR2026-02-06 · 0001951757-26-000389
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
4468804
Trust Company Affiliate
No

People (4)

4
LEWIS, DELCENA, DELETHIA
IAR · Direct Owner · 62.5%
4468804
LEWIS, RICHARD, ANTHONY
Direct Owner · 62.5%
5874000
LEWIS, MORGAN, SIERRA
Executive Officer · 2.5%
7925470
REGINA SHEREE BLAKE-ANDERSON
IAR
6699445