Kris Lewicki & Associates, Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 156536
· Coral Springs, FL
· www.KrisLewickiandAssociates.com
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ADV data as of May 21, 2026
- Regulatory AUM
- $95.8M
- Discretionary
- $95.8M
- Clients
- 58
- Avg AUM / client
- $1.7M
- Accounts
- 225
- Employees
- 3
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 37 | $19.8M | 20.7% |
| High net worth individuals | 21 | $69.5M | 72.5% |
| Banking or thrift institutions | Fewer than 5 clients | $6.5M | 6.78% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kristof Stefan Lewicki | Registered representative | CFP Chartered Financial Consultant | Jun 2019 (7y) | |
| Travis Marian Lewicki | Registered representative | CFP | Jun 2019 (7y) | |
| Eric Martin Lewicki | Registered representative | Jul 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/21/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Other fees
- • FINANCIAL PLANNING
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $95.8M (100% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 21, 2026.
View current Form ADV (SEC/IAPD) ↗