Mitchell W. Lewis

SAPIENT PRIVATE WEALTH MANAGEMENT, LLC

Eugene, OR 97401

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CRD#: 6947815

Professional summary

Mitchell Weldon Lewis, CFP®, who also goes by Mitch Lewis, Mitchell Lewis, is a registered financial advisor currently at SAPIENT PRIVATE WEALTH MANAGEMENT, LLC located in Eugene, Oregon.

Mitchell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Mitchell has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mitch Lewis | Mitchell Lewis

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mitchell Weldon Lewis's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

May 3, 2018 - Present

SAPIENT PRIVATE WEALTH MANAGEMENT, LLC

Office #1: 101 East Broadway Suite 480, Eugene, OR 97401

RIA

CRD#: 159419

Eugene, OR

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SAPIENT PRIVATE WEALTH MANAGEMENT, LLC

SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC | SAPIENT PRIVATE WEALTH MANAGEMENT, LLC

CRD#: 159419 / SEC#: 801-72857

RIA

Registered Investment Advisory firm - (9/30/2011 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Oregon
(5/3/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/30/2018

Uniform Investment Adviser Law Examination

Current Firm

SAPIENT PRIVATE WEALTH MANAGEMENT, LLC

SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC | SAPIENT PRIVATE WEALTH MANAGEMENT, LLC

CRD#: 159419 / SEC#: 801-72857

RIA

Registered Investment Advisory firm - (9/30/2011 Approved)

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Contact information

Main Address

101 East Broadway Suite 480, Eugene, OR 97401

Mailing Address

Phone number

(541) 762-0300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A SAPIENT PRIVATE WEALTH MANAGEMENT (3/27/2025)

Regulatory assets under management

Total Number of Accounts	629
AUM (Assets Under Management)	$ 1,415,517,164

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/23/2025	Cover Page	Report
12/11/2024	Cover Page	Report
06/06/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Mitchell W. Lewis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mitchell Weldon Lewis's CRS (Customer Relationship Summary).

Certified licenses

Experience

SAPIENT PRIVATE WEALTH MANAGEMENT, LLC

Primary Firm SEC Registration

SAPIENT PRIVATE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/30/2018

Current Firm

SAPIENT PRIVATE WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

SAPIENT PRIVATE WEALTH MANAGEMENT, LLC

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