TEAM HEWINS, LLC
CRD #291194 SEC #801-112939 REDWOOD CITY, CA 650-620-3040
SEC Registered
Total AUM
$3.4B
Discretionary
$1.7B
Employees
26
Clients
251
Accounts
2,030
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $3.4B | $1.7B | $1.8B | 26 | 0 |
| Feb 2025 | $3.4B | $1.7B | $1.8B | 26 | 0 |
| Feb 2024 | $2.5B | $1.5B | $1B | 23 | 1 |
| Oct 2023 | $2.2B | $1.2B | $989.5M | 23 | 0 |
| Jun 2023 | $2.2B | $1.2B | $989.5M | 23 | 0 |
| Mar 2023 | $2.2B | $1.2B | $989.5M | 23 | 0 |
| Oct 2022 | $2.4B | $1.3B | $1.1B | 26 | 1 |
| Aug 2022 | $2.4B | $1.3B | $1.1B | 26 | 1 |
| Apr 2022 | $2.4B | $1.3B | $1.1B | 26 | 1 |
| Mar 2022 | $2.4B | $1.3B | $1.1B | 26 | 1 |
| Mar 2021 | $2.3B | $1.3B | $1B | 23 | 1 |
| Nov 2020 | $2B | $1.1B | $951.2M | 24 | 1 |
| Nov 2020 | $2B | $1.1B | $951.2M | 24 | 1 |
| Jun 2020 | $2B | $1.1B | $951.2M | 24 | 1 |
| Jun 2020 | $2B | $1.1B | $951.2M | 24 | 1 |
| Mar 2020 | $2B | $1.1B | $951.2M | 24 | 1 |
| Oct 2019 | $1.8B | $800.4M | $950.2M | 20 | 1 |
| Aug 2019 | $1.8B | $800.4M | $950.2M | 20 | 1 |
| Aug 2019 | $1.8B | $800.4M | $950.2M | 20 | 1 |
| Mar 2019 | $1.8B | $800.4M | $950.2M | 20 | 1 |
| Feb 2019 | $1.9B | $912.5M | $951.2M | 23 | 1 |
| Oct 2018 | $1.9B | $912.5M | $951.2M | 23 | 1 |
| Aug 2018 | $1.9B | $912.5M | $951.2M | 23 | 1 |
| Aug 2018 | $1.9B | $912.5M | $951.2M | 23 | 1 |
| Jun 2018 | $1.9B | $912.5M | $951.2M | 23 | 1 |
| Jun 2018 | $1.9B | $912.5M | $951.2M | 23 | 1 |
| May 2018 | $0 | $0 | $0 | 24 | 0 |
| May 2018 | $0 | $0 | $0 | 24 | 0 |
| May 2018 | $0 | $0 | $0 | 24 | 0 |
| Mar 2018 | $0 | $0 | $0 | 24 | 0 |
DateFeb 2025
Total AUM$3.4B
Discretionary$1.7B
Non-Disc.$1.8B
Employees26
Clients0
DateFeb 2025
Total AUM$3.4B
Discretionary$1.7B
Non-Disc.$1.8B
Employees26
Clients0
DateFeb 2024
Total AUM$2.5B
Discretionary$1.5B
Non-Disc.$1B
Employees23
Clients1
DateOct 2023
Total AUM$2.2B
Discretionary$1.2B
Non-Disc.$989.5M
Employees23
Clients0
DateJun 2023
Total AUM$2.2B
Discretionary$1.2B
Non-Disc.$989.5M
Employees23
Clients0
DateMar 2023
Total AUM$2.2B
Discretionary$1.2B
Non-Disc.$989.5M
Employees23
Clients0
DateOct 2022
Total AUM$2.4B
Discretionary$1.3B
Non-Disc.$1.1B
Employees26
Clients1
DateAug 2022
Total AUM$2.4B
Discretionary$1.3B
Non-Disc.$1.1B
Employees26
Clients1
DateApr 2022
Total AUM$2.4B
Discretionary$1.3B
Non-Disc.$1.1B
Employees26
Clients1
DateMar 2022
Total AUM$2.4B
Discretionary$1.3B
Non-Disc.$1.1B
Employees26
Clients1
DateMar 2021
Total AUM$2.3B
Discretionary$1.3B
Non-Disc.$1B
Employees23
Clients1
DateNov 2020
Total AUM$2B
Discretionary$1.1B
Non-Disc.$951.2M
Employees24
Clients1
DateNov 2020
Total AUM$2B
Discretionary$1.1B
Non-Disc.$951.2M
Employees24
Clients1
DateJun 2020
Total AUM$2B
Discretionary$1.1B
Non-Disc.$951.2M
Employees24
Clients1
DateJun 2020
Total AUM$2B
Discretionary$1.1B
Non-Disc.$951.2M
Employees24
Clients1
DateMar 2020
Total AUM$2B
Discretionary$1.1B
Non-Disc.$951.2M
Employees24
Clients1
DateOct 2019
Total AUM$1.8B
Discretionary$800.4M
Non-Disc.$950.2M
Employees20
Clients1
DateAug 2019
Total AUM$1.8B
Discretionary$800.4M
Non-Disc.$950.2M
Employees20
Clients1
DateAug 2019
Total AUM$1.8B
Discretionary$800.4M
Non-Disc.$950.2M
Employees20
Clients1
DateMar 2019
Total AUM$1.8B
Discretionary$800.4M
Non-Disc.$950.2M
Employees20
Clients1
DateFeb 2019
Total AUM$1.9B
Discretionary$912.5M
Non-Disc.$951.2M
Employees23
Clients1
DateOct 2018
Total AUM$1.9B
Discretionary$912.5M
Non-Disc.$951.2M
Employees23
Clients1
DateAug 2018
Total AUM$1.9B
Discretionary$912.5M
Non-Disc.$951.2M
Employees23
Clients1
DateAug 2018
Total AUM$1.9B
Discretionary$912.5M
Non-Disc.$951.2M
Employees23
Clients1
DateJun 2018
Total AUM$1.9B
Discretionary$912.5M
Non-Disc.$951.2M
Employees23
Clients1
DateJun 2018
Total AUM$1.9B
Discretionary$912.5M
Non-Disc.$951.2M
Employees23
Clients1
DateMay 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees24
Clients0
DateMay 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees24
Clients0
DateMay 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees24
Clients0
DateMar 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees24
Clients0