Lewis Wealth Management
- Company typePrivate
- Founded-
- HeadquartersDenver, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
Lewis Wealth Management firmographics
Firmographics- Name
- Lewis Wealth Management
- Website
- https://lewiswm.com
- Company type
- Private
- Operating status
- Acquired
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Lewis Wealth Management industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (52592)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH)
- akta.pro secondary industries
- Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Estate Planning, Trust Structuring & Governance (FSAAADAF), Private Banking & UHNW Wealth Advisory (FSAEABAC)
Keywords
Where Lewis Wealth Management is headquartered
LocationHeadquarters
- HQ city
- Denver
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Lewis Wealth Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Distribution channels2 records
Marketing channels6 records
Lewis Wealth Management product offering
Product offeringCore offering
Lewis Wealth Management, now operating as part of Mercer Advisors following acquisition, provides integrated wealth management services through a family office structure. The firm delivers financial planning, investment management, tax planning and preparation, estate planning, insurance solutions, and trustee services unified under one in-house team. Specialized solutions target high-net-worth individuals and families, business owners, executives with concentrated stock positions, individuals navigating divorce, and families with special needs dependents in the Denver-Greenwood Village market.
Product overview
Lewis Wealth Management operates as part of Mercer Advisors following its acquisition, offering a unified wealth management platform through a family office structure. The core product suite integrates seven primary services: Financial Planning, Tax Planning & Preparation, Investment Management, Estate Planning, Insurance Solutions, and Trustee Services, all unified under a Family Office Services framework. These services are designed to work together as an integrated offering, bringing together financial planning, investment management, tax strategy, estate planning, and trust services to help individuals and families make confident financial decisions. Additional specialized services include Retirement Planning, Business Retirement Plans for employers, and Endowment & Foundation Services for nonprofit organizations.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning
Companies that use Lewis Wealth Management
Customer profileSegments5 records
Ideal customer profiles5 records
Lewis Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Lewis Wealth Management partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Mercer AdvisorscoreLewis Wealth Management was acquired by Mercer Advisors as part of their strategy to expand presence in the Denver-Greenwood Village market. The acquisition combines local boutique firm service quality with national firm resources and scale.
Recent moves1 record
Expansion highlights3 records
Lewis Wealth Management competitors and assessment
Company assessmentBroad incumbents
- Creative Planning: Creative Planning is one of the largest independent RIAs in the U.S., providing comprehensive wealth management, tax, and estate services to HNW individuals and families — a comparable integrated-services RIA competing in the same HNW/UHNW segment.
- Mercer Advisors: Mercer Advisors is the parent firm that acquired Lewis Wealth Management. It is a national RIA offering the same integrated family-office platform (financial planning, tax, estate, investment management, trustee) and operates 430+ advisors — the direct parent and most structurally comparable entity.
- Goldman Sachs Personal Financial Management: Goldman Sachs Personal Financial Management offers wealth advisory, investment management, and planning services to HNW/UHNW clients through a national advisor network, directly competing with Mercer/Lewis for high-end advisory relationships.
- Focus Financial Partners: Focus Financial Partners is a partnership of independent RIAs providing comprehensive wealth management to HNW clients. Its roll-up strategy and service breadth closely match Mercer Advisors' acquisition-driven model.
- Fisher Investments: Fisher Investments is a large independent investment management firm serving HNW individuals and institutions. It competes with the investment-management component of the Lewis/Mercer integrated offering.
- Edelman Financial Engines: Edelman Financial Engines is a national wealth advisory firm offering financial planning, investment management, and retirement solutions to HNW households. It competes directly with Mercer/Lewis in the integrated-advice space.
- Russell Investments: Russell Investments provides investment management and wealth-management solutions to advisors and HNW clients globally, serving as a broader incumbent comparable on the institutional-grade portfolio side.
Direct peers
- Hightower Advisors: Hightower Advisors is a national RIA serving HNW/UHNW clients with wealth planning, investment management, and family-office services, organized through partner firms — a directly comparable wealth-management model.
- Carson Group: Carson Group partners with independent financial advisors to deliver holistic financial planning, investment management, and business-coaching services. Its advisor-support model and HNW focus parallel Mercer's wealth-management offering.
- Mariner Wealth Advisors: Mariner Wealth Advisors is a national RIA offering integrated wealth planning, investment management, tax, and estate services to HNW/UHNW clients and families — closely mirroring Lewis/Mercer's family-office value proposition at similar scale.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights5 records
Customer concentration
Lewis Wealth Management social profiles
Digital presenceLewis Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Lewis Wealth Management leadership team
Management profileNumber of profiles
Lewis Wealth Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Lewis Wealth Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Lewis Wealth Management
What does Lewis Wealth Management do?
Lewis Wealth Management, now operating as part of Mercer Advisors following acquisition, provides integrated wealth management services through a family office structure. The firm delivers financial planning, investment management, tax planning and preparation, estate planning, insurance solutions, and trustee services unified under one in-house team. Specialized solutions target high-net-worth individuals and families, business owners, executives with concentrated stock positions, individuals navigating divorce, and families with special needs dependents in the Denver-Greenwood Village market.
When was Lewis Wealth Management founded?
Lewis Wealth Management was founded in -1. It employs 1 to 10 people.
Where is Lewis Wealth Management based?
Lewis Wealth Management is headquartered in Denver, United States, in the North America region.
Who are Lewis Wealth Management's main competitors?
Broad incumbents on record are Creative Planning, Mercer Advisors, Goldman Sachs Personal Financial Management, Focus Financial Partners, Fisher Investments, Edelman Financial Engines and Russell Investments. Direct peers are Hightower Advisors, Carson Group and Mariner Wealth Advisors.
Does Lewis Wealth Management have an API?
No public API is recorded for Lewis Wealth Management.
What industry is Lewis Wealth Management in?
Lewis Wealth Management's product category is Wealth Management. Its primary akta.pro industry code is FSAAACAH, Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite), with a secondary code of FSAAADAC, Family Office Advisory & Outsourced CIO (OCIO). Its NAICS code is 523940 and its SIC code is 6282.