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HEWITT WEALTH MANAGEMENT INC.

CRD 330001

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

— (—)

Source

State registered

Total AUM

$21.1M

Discretionary AUM

$21.1M

Team

1 total employees; 1 advisory reps; 18 broker-dealer reps

Clients

11-25

Fees

Fixed fees

Org form

Corporation

Filing date

2026-02-16

Disciplinary history

No

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  • SEC IAPD →

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  • FINRA BrokerCheck →

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Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals5$2.2M
High net worth individuals13$18.9M

All web addresses on file

Official SEC filing: View on IAPD