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HEWELL FINANCIAL GROUP, INC.

· CRD 333535 · IAPD ↗ · hewellfinancial.com · (530) 400-4851

$334.4MRegulatory AUM
1Advisory reps
1Employees
3Clients
11-25Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
February 2026 — HEWELL FINANCIAL GROUP, INC. reports 11-25 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
73
March 2025 — HEWELL FINANCIAL GROUP, INC. reported RAUM up 4115% ($6.8M -> $285.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
73
March 2025 — HEWELL FINANCIAL GROUP, INC.'s provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
January 2025 — HEWELL FINANCIAL GROUP, INC. (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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