William Lewis is a registered investment advisor at Wl Advisory LLC, based in Boyton Beach, FL, with 6 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, High Net Worth, Retirement Planning.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Boyton Beach, FL
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
William is the sole owner of B Lewis Consulting, LLC, a CPA company, and an independent contractor for Petrik & Murtha, LLC, another CPA company, dedicating about 10-20% and nearly full-time to each, respectively. He is also a volunteer audit and compliance committee member for Hackensack Meridian Health Inc., and a trustee for two trusts, spending minimal time on these roles.
Employment History
Current Registrations
Wl Advisory LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.