WIPFLI HEWINS INVESTMENT ADVISORS LLC
CRD #109972 SEC #801-57782 SAN MATEO, CA 650-620-3040
SEC Registered
Total AUM
$1.3B
Discretionary
$830.8M
Employees
11
Clients
251
Accounts
1,928
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2013 | $1.6B | $1.1B | $542.8M | 47 | 800 |
| Apr 2013 | $1.6B | $1.1B | $542.8M | 47 | 800 |
| Nov 2012 | $1.3B | $830.8M | $487M | 31 | 700 |
| Nov 2012 | $1.3B | $830.8M | $487M | 31 | 700 |
| Mar 2012 | $1.3B | $830.8M | $487M | 11 | 700 |
| Dec 2011 | $1.1B | $624M | $456.8M | 11 | 251 |
| Jun 2011 | $1.1B | $624M | $456.8M | -- | -- |
| Apr 2011 | $1.1B | $624M | $456.8M | -- | -- |
| Mar 2011 | $1.1B | $624M | $456.8M | -- | -- |
| Jan 2011 | $633.8M | $211.2M | $422.6M | -- | -- |
| Jul 2010 | $633.8M | $211.2M | $422.6M | -- | -- |
| Mar 2010 | $633.8M | $211.2M | $422.6M | -- | -- |
| Apr 2007 | $428.6M | $72.2M | $356.3M | 5 | -- |
| Apr 2007 | $428.6M | $72.2M | $356.3M | 5 | -- |
| Mar 2006 | $466.8M | $28.1M | $438.7M | 5 | -- |
| Sep 2005 | $360.1M | $22.6M | $337.5M | 5 | -- |
| Apr 2002 | $150.9M | $888K | $150M | 5 | -- |
| Apr 2002 | $150.9M | $888K | $150M | 5 | -- |
| Apr 2002 | $150.9M | $888K | $150M | 5 | -- |
DateMay 2013
Total AUM$1.6B
Discretionary$1.1B
Non-Disc.$542.8M
Employees47
Clients800
DateApr 2013
Total AUM$1.6B
Discretionary$1.1B
Non-Disc.$542.8M
Employees47
Clients800
DateNov 2012
Total AUM$1.3B
Discretionary$830.8M
Non-Disc.$487M
Employees31
Clients700
DateNov 2012
Total AUM$1.3B
Discretionary$830.8M
Non-Disc.$487M
Employees31
Clients700
DateMar 2012
Total AUM$1.3B
Discretionary$830.8M
Non-Disc.$487M
Employees11
Clients700
DateDec 2011
Total AUM$1.1B
Discretionary$624M
Non-Disc.$456.8M
Employees11
Clients251
DateJun 2011
Total AUM$1.1B
Discretionary$624M
Non-Disc.$456.8M
Employees--
Clients--
DateApr 2011
Total AUM$1.1B
Discretionary$624M
Non-Disc.$456.8M
Employees--
Clients--
DateMar 2011
Total AUM$1.1B
Discretionary$624M
Non-Disc.$456.8M
Employees--
Clients--
DateJan 2011
Total AUM$633.8M
Discretionary$211.2M
Non-Disc.$422.6M
Employees--
Clients--
DateJul 2010
Total AUM$633.8M
Discretionary$211.2M
Non-Disc.$422.6M
Employees--
Clients--
DateMar 2010
Total AUM$633.8M
Discretionary$211.2M
Non-Disc.$422.6M
Employees--
Clients--
DateApr 2007
Total AUM$428.6M
Discretionary$72.2M
Non-Disc.$356.3M
Employees5
Clients--
DateApr 2007
Total AUM$428.6M
Discretionary$72.2M
Non-Disc.$356.3M
Employees5
Clients--
DateMar 2006
Total AUM$466.8M
Discretionary$28.1M
Non-Disc.$438.7M
Employees5
Clients--
DateSep 2005
Total AUM$360.1M
Discretionary$22.6M
Non-Disc.$337.5M
Employees5
Clients--
DateApr 2002
Total AUM$150.9M
Discretionary$888K
Non-Disc.$150M
Employees5
Clients--
DateApr 2002
Total AUM$150.9M
Discretionary$888K
Non-Disc.$150M
Employees5
Clients--
DateApr 2002
Total AUM$150.9M
Discretionary$888K
Non-Disc.$150M
Employees5
Clients--