Hewell Financial Group, Inc.
● SEC registered since 2024CRD 333535SEC# 801-131558
Reg. AUM
$334.4M
Employees
1
Accounts
743
Location
—
Hewell Financial Group, Inc. assets under management
Hewell Financial Group, Inc. is a registered investment adviser overseen by the SEC. The firm has been registered since 2024. It reports $334.4 million in regulatory assets under management and employs 1 people.
Hewell Financial Group, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kaitlin Marie Hewell Control | President/Cco | Over 75% | 2012 |
Frequently asked questions
How much does Hewell Financial Group, Inc. manage?
Hewell Financial Group, Inc. reports $334.4 million in regulatory assets under management on its Form ADV.
How many employees does Hewell Financial Group, Inc. have?
Hewell Financial Group, Inc. reports 1 employees.
Does Hewell Financial Group, Inc. disclose fund performance?
Hewell Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | (530) 400-4851 |
| Office hours | By Appointment |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$334.4M▲ 4835%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 59%
Larger than 41% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$334.4Mregulatory AUM
Discretionary $332.3MNon-discretionary $2.1M