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TEAM HEWINS, LLC
CRD 291194 · SEC 801-112939
950 TOWER LANE, SUITE 1050, FOSTER CITY, CA, 94404, United States
Phone
650-620-3040
Fax
650-372-0813
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.97B
Discretionary AUM
$1.99B
Team
29 total employees; 21 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 247 | $130.3M |
| High net worth individuals | 304 | $2.31B |
| Pension/profit sharing plans | 9 | $57.7M |
| Charitable organizations | 8 | $141.0M |
| State/municipal entities | 2 | $567.6M |
| Corporations/business entities | 6 | $760.1M |
States served
CA, CO, IL, LA, NE, NY, OR, WI, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD