Miracle Mile Advisors
Assets Under Management: $250 Million
After over 30 years in the financial services industry holding senior positions with top firms in New York, Paris, Oslo and Amsterdam, Sarah Lewis and Aequitas Wealth Management joined forces with Miracle Mile Advisors. Returning to the U.S. from France in 2006, Lewis took the pulse of where investors were underserved and created a business plan that gave birth to Aequitas Wealth Management. The vision was to create a company designed from the bottom up to enhance the health of their clients’ overall wealth, not just their investment portfolios. While such concierge-style service is typically only available to the private bank elite, Lewis focuses on women who are heads of their household, senior professionals, and business owners who appreciate personal attention. Lewis is also a Certified Fraud Examiner.
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