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Bart Lewellyn

Owner / Founder

Bart Lewellyn was born in Medford and graduated from Oregon State University. He has series 7, 6, 63 and 65 licenses held with LPL Financial. He is an Investment Advisory Representative and offers advisory services through LPL Financial. He started Lewellyn Wealth in 1995. He has been married to his wife, Victoria, for 35 years and has two children and two grandchildren.

Let’s Work Together To Protect and Grow Your Wealth

You work hard for your money. We work just as hard managing your assets in a way that is fully custom, aligns with your life goals, and helps you better protect and grow your wealth.

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