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Kiel Allison Lewis

Eminence Wealth Management Inc.

Orlando, FL

CRD 8145710

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Employer firm

Eminence Wealth Management Inc. CRD 319111

$35.0M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Eminence Wealth Management Inc.

6052 Turkey Lake Rd Ste. 200, Orlando, FL 32819 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-08-22
  • FL RA
    APPROVED
    Since 2025-08-22

Branch Locations

6052 Turkey Lake Rd Ste. 200, Orlando, FL 32819 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Process Basketball Naples FL 02/2016 02/2019
Intuit Mountain View CA 04/2019 09/2024
Eminence Wealth Management Inc. Orlando FL 01/2025 Present
Eminence Wealth Management Inc. Orlando FL 07/2025 Present
N/A Kissimmee FL 09/2024 01/2025
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-14
  • S65 Uniform Investment Adviser Law Examination
    2025-02-14

View on SEC IAPD

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