Bart Anthony Lewellyn

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2010 → 08/2024
  Triad Advisors, Llc
  Norcross, GA
• 10/2010 → 12/2024
  Bluewater Financial, Inc.
  Medford, OR
• 08/2022 → 08/2024
  Triad Advisors, Llc
  Norcross, GA
• 08/2024 → 12/2024
  Osaic Wealth, Inc.
  Medford, OR
• 01/2025 → Present
  Lewellyn Wealth
  Medford, OR
• 01/2025 → Present
  Lpl Financial, Llc
  Medford, OR

Previous Registrations

• 2024-08-23 → 2025-01-07
  Osaic Wealth, Inc.
  Medford, OR
• 2022-08-12 → 2024-08-23
  Triad Advisors Llc
  Atlanta, GA
  Medford, OR
• 2010-10-01 → 2022-11-29
  Lewellyn Financial Management
  Medford, OR
• 2010-02-26 → 2010-10-08
  Transamerica Financial Advisors, Llc
  Gold River, CA
  Medford, OR

Other Businesses

1- 12/2024 / Bluewater Financial, Inc. / Business Entity For Tax/Investment Purposes Only / Not Investment Related / 120 hrs mth / 8 hrs duirng trading / Medford, OR / Start date: 10/01/2010 2- 12/2024 / Rocky Point Investments, LLC / Business Entity For Tax/Investment Purposes Only / Investment Related / 1 hr mth / Klamath Falls, OR / Start date: 06/14/2018 3- 12/2024 / Lewellyn Wealth / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s) 4- 12/2024/ Seven Bushes, LLC / Business Owner / Not Investment Related / 5 hrs mth / Medford, OR / Start date: 03/30/2021 5- 12/2024 / Cardley Properties, LLC / Real Estate Rental / Investment Related / 1 hr mth / Medford, OR / Start date: 06/14/2018 6- 12/2024 / FIN-ADDICTS / Business Owner / Fishing / Not Investment Related / 15 hrs mth / MEDFORD, OR / Start date: 07/07/2011

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-02-25
• S63 Uniform Securities Agent State Law Examination
  1995-10-18