Overview
Assets Under Management: $3.4 billion
Headquarters: REDWOOD CITY, CA
High-Net-Worth Clients: 290
Average Client Assets: $7 million
Frequently Asked Questions
TEAM HEWINS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #291194), TEAM HEWINS, LLC is subject to fiduciary duty under federal law.
TEAM HEWINS, LLC is headquartered in REDWOOD CITY, CA.
TEAM HEWINS, LLC serves 290 high-net-worth clients according to their SEC filing dated February 27, 2025. View client details ↓
According to their SEC Form ADV, TEAM HEWINS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
TEAM HEWINS, LLC is ranked #151 by Forbes in 2025. Learn more about these rankings ↓
TEAM HEWINS, LLC manages $3.4 billion in client assets according to their SEC filing dated February 27, 2025.
According to their SEC Form ADV, TEAM HEWINS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Recent Rankings
Forbes 2025: 151
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 290
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.26
Average High-Net-Worth Client Assets: $7 million
Total Client Accounts: 2,030
Discretionary Accounts: 1,980
Non-Discretionary Accounts: 50
Regulatory Filings
CRD Number: 291194
Last Filing Date: 2025-02-27 00:00:00
Website: https://dinsmorecomplianceservices.com