FOSTER CITY, CACRD 291194Latest ADV April 29, 2026
Team Hewins, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Foster City, CA. Its latest Form ADV filing, dated April 29, 2026, reports $4.0B in regulatory assets under management, 29 employees, 2 offices, and 2,260 accounts.
Assets Under Management
$4.0B
Employees
29
Offices
2 offices
Total Clients
576
Primary office
FOSTER CITY, CA
950 TOWER LANE, SUITE 1050, FOSTER CITY, CA, United States
Top client segmentHNWI represent 52.8% of total clients.
Top client categories% of clientsClients
1
HNWI
52.8%
304
2
Individuals
42.9%
247
3
Pension Plans
1.6%
9
4
Charitable
1.4%
8
5
Corporations
1.0%
6
Categories with <5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.0Bas of April 29, 2026
Discretionary50.2%
$2.0B
50% of total RAUM50.2%
Non-discretionary49.8%
$2.0B
50% of total RAUM49.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$4.0B
Total Accounts2,260
10Y AUM Change+$4.0B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees29
Clients per Employee20:1
10Y Employee Change+5 (+20.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.