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About Lewis Asset Management LLC

We approach financial planning differently and care about our clients and their goals. We help our clients address their most pressing financial concerns in a comfortable, convenient, and caring way. We are our clients’ personal CFO, life coach, counselor, and a friend. When you work with us, you’re part of the family. Lewis Asset Management is a company based out of Lafayette, California, United States.

Founded by David Lewis.

ConsultingConsumer ServicesFamilyInvestment ManagementPersonal FinanceAsset ManagementFinancial ServicesInsuranceRetirement
Employees
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Leadership

The top of Lewis Asset Management LLC's org chart, with how many people report into each leader.

DL

David Lewis

Owner | Principal

Jobs at Lewis Asset Management LLC

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