Team Hewins, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

291194

SEC number

801-112939

Firm type

RIA

Assets under management

$4.0B as of Apr 29, 2026

Website

teamhewins.com ↗

Phone

650-620-3040

Address

950 Tower Lane, Foster City, CA, 94404

Advisors at this firm

23 in our index · page 1 of 1

• Christopher Ryan AndersonCRD 6424019 · Foster City, CA
  IA Registered
• Margaret Elizabeth AveryCRD 8241406 · Foster City, CA
  IA Registered
• Mikhael BalachovCRD 7083189 · Foster City, CA
  IA Registered
• John Matthew BusselCRD 2838167 · Miami, FL
  IA Registered
• Hoyt DrynanCRD 7714203 · Boca Raton, FL
  IA Registered
• Derek Joseph FranceCRD 6844523 · Foster City, CA
  IA Registered
• Christina Danielle Gann MunguiaCRD 6392198 · Foster City, CA
  IA Registered
• Rachael Catherine GrattanCRD 6722198 · Boca Raton, FL
  IA Registered
• Luke John Calhoun HayesCRD 2508612 · Foster City, CA
  IA RegisteredRegistration inactive
• Philip HerzbergCRD 4635089 · Miami, FL
  IA Registered
• Roger Colburn HewinsCRD 2205798 · Boca Raton, FL
  IA Registered
• Patrice Margaret Cresci HornungCRD 5638082 · Foster City, CA
  IA Registered
• Alireza HosseinlarCRD 7356120 · Foster City, CA
  IA Registered
• Carolyn Elizabeth KellyCRD 5012748 · Foster City, CA
  IA RegisteredRegistration inactive
• Ka-Tye KooCRD 6289354 · Foster City, CA
  IA Registered
• Richard Alexander LarsenCRD 7990131 · Foster City, CA
  IA Registered
• Shelby Geree MillerCRD 6201117 · Boca Raton, FL
  IA Registered
• Clarice M NoletCRD 5514836 · Foster City, CA
  IA Registered
• Deborah Ann PeriCRD 4362375 · Foster City, CA
  IA Registered
• Kaycia Marie RossiCRD 8088407 · Boca Raton, FL
  IA Registered
• Karl Arthur SchwartzCRD 5643662 · Boca Raton, FL
  IA Registered
• Thuong Thanh ThienCRD 5257407 · Foster City, CA
  IA RegisteredRegistration inactive
• Charles Wesley WoodCRD 6905214 · Foster City, CA
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.