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David Wissinger

Lewis Asset Management

Lafayette, CA

CRD 1485875

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Employer firm

Lewis Asset Management CRD 143409

$387M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Lewis Asset Management

985 Moraga Rd. Suite 207, Lafayette, CA 94549 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-05-02
  • CA RA
    APPROVED
    Since 2025-05-02

Branch Locations

985 Moraga Rd. Suite 207, Lafayette, CA 94549 • 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
Mechanics Bank Walnut Creek CA 04/2008 05/2025
Lewis Asset Management, Llc Lafayette CA 05/2025 Present
  • 04/2008 → 05/2025
    Mechanics Bank
    Walnut Creek, CA
  • 05/2025 → Present
    Lewis Asset Management, Llc
    Lafayette, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-14
S63 Uniform Securities Agent State Law Examination 2000-10-13
  • S65 Uniform Investment Adviser Law Examination
    2025-03-14
  • S63 Uniform Securities Agent State Law Examination
    2000-10-13

View on SEC IAPD

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