Isaac Wentz
Hunter Lewis · Crozet, Virginia
Isaac Wentz is a fee-only financial advisor at Hunter Lewis in Crozet, Virginia, who holds the CFA credential. Hunter Lewis reports charging fixed fees on its Form ADV.
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Facts
| Firm | Hunter Lewis |
|---|---|
| Based in | Crozet, Virginia |
| Fee model (firm's Form ADV) | Fixed fees |
| Assets under management | $394.6M across 19 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in VA · CRD 6649448 |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.hunterlewisllc.com |
| Profile |
How Isaac's firm compares
- Hunter Lewis's average account is about $20.8 million, from its Form ADV (assets managed divided by 19 accounts).
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Questions about Isaac
Is Isaac Wentz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Isaac holds no broker registration, and Hunter Lewis reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Isaac charge for financial advice?
Isaac's firm, Hunter Lewis, reports charging fixed fees on its SEC Form ADV.
Where is Isaac Wentz based?
Isaac Wentz is based in Crozet, Virginia.
What credentials does Isaac Wentz hold?
Isaac Wentz holds the CFA credential.
Is Isaac Wentz registered with the SEC?
Yes. Isaac Wentz is registered as an investment adviser representative in VA (CRD 6649448), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Hunter Lewis manage?
Hunter Lewis reports $394.6M across 19 accounts in assets under management.
How do I contact Isaac Wentz?
Through Isaac's website, www.hunterlewisllc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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