Joshua Lewis
Portfolio Manager-Equities at V Wealth Advisors LLC
Joshua Lewis active positions
Companies | Position | Start | End |
---|---|---|---|
V Wealth Advisors LLC
V Wealth Advisors LLC Investment ManagersFinance V Wealth Advisors LLC (V Wealth) is a SEC-registered investment adviser headquartered in Overland Park, Kansas. The firm was founded by Thomas Blumer and Brett Lange in 2009 as V Wealth Management LLC and changed its legal name to V Wealth Advisors LLC in 2016. In 2023, They were acquired by WCG Wealth Advisors LLC, which is owned by The 1970 Lee Trust. V Wealth offers personalized investment management, consulting, and financial planning services to individuals, pension and profit-sharing plans, trusts, estates and charitable organizations, corporations and other business entities. | Portfolio Manager-Equities | 31/03/2019 | - |
Career history of Joshua Lewis
Training of Joshua Lewis
Kansas State University | Undergraduate Degree |
Statistics
International
United States | 3 |
Operational
Portfolio Manager-Equities | 1 |
Undergraduate Degree | 1 |
Sectoral
Finance | 2 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 1 |
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V Wealth Advisors LLC
V Wealth Advisors LLC Investment ManagersFinance V Wealth Advisors LLC (V Wealth) is a SEC-registered investment adviser headquartered in Overland Park, Kansas. The firm was founded by Thomas Blumer and Brett Lange in 2009 as V Wealth Management LLC and changed its legal name to V Wealth Advisors LLC in 2016. In 2023, They were acquired by WCG Wealth Advisors LLC, which is owned by The 1970 Lee Trust. V Wealth offers personalized investment management, consulting, and financial planning services to individuals, pension and profit-sharing plans, trusts, estates and charitable organizations, corporations and other business entities. | Finance |
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