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TEAM HEWINS, LLC

FOSTER CITY, CA · CRD 291194 · IAPD ↗ · 650-620-3040

$3.97BRegulatory AUM
21Advisory reps
29Employees
0Clients
251-500Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
August 2026 — TEAM HEWINS, LLC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
April 2026 — TEAM HEWINS, LLC notice-filed in LA, NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
February 2026 — TEAM HEWINS, LLC moved its main office from REDWOOD CITY, CA to FOSTER CITY, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
67
March 2025 — TEAM HEWINS, LLC reported RAUM up 37% ($2.50B -> $3.43B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
75
March 2025 — TEAM HEWINS, LLC grew from 13 to 18 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.