Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
30 advisors
Number of Clients
920 clients
Average Client Portfolio
$511K average
Assets Under Management
$470.0M

Fee Structure

Minimum Investment:$25K
Loading...

Location

101 Hudson Street, 21st Floor, Jersey City, NJ, 07302

Get directions

History

Regulatory History
Clean regulatory record

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

Lewis works as a paraplanner for Hoxton Capital Management FZE, an investment advisory firm in Dubai. He dedicates nearly full-time hours to this role, focusing on wealth planning and advisory services for residents of the United Arab Emirates.

Employment History
Current Registrations
Hoxton Wealth USA LLC
November 2024 - Present · 1 yr 3 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.