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Lewis Weil Co. CRD 332194
$8.20M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3600 Lyons Rd, Austin, TX 78702 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-07 |
| NY | RA | APPROVED | 2026-04-10 |
| TX | RA | APPROVED | 2024-09-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nerd Nite - Austin | Austin | TX | 08/2009 | 02/2018 |
| Lewis Weil Aquarium Maintenance | Austin | TX | 01/2015 | 12/2018 |
| Money Positive, Llc | Austin | TX | 04/2015 | 07/2024 |
| Operator Foundation | Austin | TX | 10/2014 | 10/2018 |
| Financial Planners Association Of Austin | Austin | TX | 01/2015 | 12/2017 |
| Lewis Weil Co. | Austin | TX | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-13 |
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