Mitchell Weldon Lewis

Employer firm

Sapient Private Wealth Management, LLC CRD 159419

$1.75B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 12/2017 → Present
  Sapient Private Wealth Management
  Eugene, OR
• 06/2017 → 12/2017
  Sapient Private Wealth Management
  Eugene, OR
• 10/2016 → 12/2016
  Linfield College
  Mcminnville, OR
• 08/2013 → 05/2017
  Linfield College
  Mcminnville, OR

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-04-30

Designations

• Certified Financial Planner

Other Names

• Mitch Lewis
• Mitchell Lewis