TEAM HEWINS, LLC

CRD #291194 SEC #801-112939 REDWOOD CITY, CA 650-620-3040

SEC Registered

Total AUM

$3.4B

Discretionary

$1.7B

Employees

Clients

251

Accounts

2,030

Firm Details

Organization Type: Limited Liability Company
State of Formation: Delaware
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Feb 27, 2025
Branch Offices: 2
LEI: 254900T9CS2IAMG0Q752

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
ELDRIDGE, MICHELLE, LYN	I	CHIEF COMPLIANCE OFFICER	NA	Control
ELDRIDGE, MICHELLE, LYN	I	CHIEF COMPLIANCE OFFICER	NA	Control
ELDRIDGE, MICHELLE, LYN	I	CHIEF COMPLIANCE OFFICER	NA	Control
ELDRIDGE, MICHELLE, LYN	I	CHIEF COMPLIANCE OFFICER	NA	Control
ELDRIDGE, MICHELLE, LYN	I	CHIEF COMPLIANCE OFFICER	NA	Control
ELDRIDGE, MICHELLE, LYN	I	CHIEF COMPLIANCE OFFICER	NA	Control
ELDRIDGE, MICHELLE, LYN	I	CHIEF COMPLIANCE OFFICER	NA	Control
ELDRIDGE, MICHELLE, LYN	I	CHIEF COMPLIANCE OFFICER	NA	Control
ELDRIDGE, MICHELLE, LYN	I	CHIEF COMPLIANCE OFFICER	NA	Control
ELDRIDGE, MICHELLE, LYN	I	CHIEF COMPLIANCE OFFICER	NA	Control
ELDRIDGE, MICHELLE, LYN	I	CHIEF COMPLIANCE OFFICER	NA	Control
ELDRIDGE, MICHELLE, LYN	I	CHIEF COMPLIANCE OFFICER	NA	Control
ELDRIDGE, MICHELLE, LYN	I	CHIEF COMPLIANCE OFFICER	NA	Control
ELDRIDGE, MICHELLE, LYN	I	CHIEF COMPLIANCE OFFICER	NA	Control
ELDRIDGE, MICHELLE, LYN	I	CHIEF COMPLIANCE OFFICER	NA	Control
ELDRIDGE, MICHELLE, LYN	I	CHIEF COMPLIANCE OFFICER	NA	Control
ELDRIDGE, MICHELLE, LYN	I	CHIEF COMPLIANCE OFFICER	NA	Control
ELDRIDGE, MICHELLE, LYN	I	PRINCIPAL AND GENERAL COUNSEL	NA	Control
ELDRIDGE, MICHELLE, LYN	I	PRINCIPAL AND GENERAL COUNSEL	NA	Control
ELDRIDGE, MICHELLE, LYN	I	PRINCIPAL AND GENERAL COUNSEL	NA	Control
MCCARTHY, MICHELLE, ANNE	I	CHIEF COMPLIANCE OFFICER	NA
MCCARTHY, MICHELLE, ANNE	I	CHIEF COMPLIANCE OFFICER	NA
MCCARTHY, MICHELLE, ANNE	I	CHIEF COMPLIANCE OFFICER	NA
MCCARTHY, MICHELLE, ANNE	I	CHIEF COMPLIANCE OFFICER	NA
MCCARTHY, MICHELLE, ANNE	I	CHIEF COMPLIANCE OFFICER	NA
MCCARTHY, MICHELLE, ANNE	I	CHIEF COMPLIANCE OFFICER	NA
POST, MARTHA, ROBERTS	I	PRINCIPAL AND CHIEF OPERATING OFFICER	NA	Control
POST, MARTHA, ROBERTS	I	PRINCIPAL, FOUNDING MEMBER	NA	Control
POST, MARTHA, ROBERTS	I	PRINCIPAL, FOUNDING MEMBER	NA	Control
POST, MARTHA, ROBERTS	I	PRINCIPAL, FOUNDING MEMBER	NA	Control
HEWINS, ROGER, COLBURN	I	PRESIDENT/CEO	E	Control
HEWINS, ROGER, COLBURN	I	PRESIDENT/CEO	E	Control
HEWINS, ROGER, COLBURN	I	PRESIDENT/CEO	E	Control
HEWINS, ROGER, COLBURN	I	PRESIDENT/CEO	E	Control
HEWINS, ROGER, COLBURN	I	PRESIDENT/CEO	E	Control
HEWINS, ROGER, COLBURN	I	PRESIDENT/CEO	E	Control
HEWINS, ROGER, COLBURN	I	PRESIDENT/CEO	E	Control
HEWINS, ROGER, COLBURN	I	PRESIDENT/CEO	E	Control
HEWINS, ROGER, COLBURN	I	PRESIDENT/CEO	E	Control
HEWINS, ROGER, COLBURN	I	PRESIDENT/CEO	E	Control
HEWINS, ROGER, COLBURN	I	PRESIDENT/CEO	E	Control
HEWINS, ROGER, COLBURN	I	PRESIDENT/CEO	E	Control
HEWINS, ROGER, COLBURN	I	PRESIDENT/CEO	E	Control
HEWINS, ROGER, COLBURN	I	PRESIDENT/CEO	E	Control
HEWINS, ROGER, COLBURN	I	PRESIDENT/CEO	E	Control
HEWINS, ROGER, COLBURN	I	PRESIDENT/CEO	E	Control
HEWINS, ROGER, COLBURN	I	PRESIDENT/CEO	E	Control
HEWINS, ROGER, COLBURN	I	PRESIDENT/CEO	E	Control
HEWINS, ROGER, COLBURN	I	PRESIDENT/CEO	E	Control
HEWINS, ROGER, COLBURN	I	PRESIDENT/CEO	E	Control
HEWINS, ROGER, COLBURN	I	PRESIDENT/CEO	E	Control
HEWINS, ROGER, COLBURN	I	PRESIDENT/CEO	E	Control
HEWINS, ROGER, COLBURN	I	PRESIDENT/CEO	E	Control
HEWINS, ROGER, COLBURN	I	PRESIDENT/CEO	E	Control
HEWINS, ROGER, COLBURN	I	PRESIDENT/CEO	E	Control
HEWINS, ROGER, COLBURN	I	PRINCIPAL AND PRESIDENT	C	Control
HEWINS, ROGER, COLBURN	I	PRINCIPAL, FOUNDING MEMBER	C	Control
HEWINS, ROGER, COLBURN	I	PRINCIPAL, FOUNDING MEMBER	C	Control
HEWINS, ROGER, COLBURN	I	PRINCIPAL, FOUNDING MEMBER	C	Control
BUSSEL, JOHN, MATTHEW	I	CHIEF INVESTMENT OFFICER	B	Control
BUSSEL, JOHN, MATTHEW	I	CHIEF INVESTMENT OFFICER	B	Control
BUSSEL, JOHN, MATTHEW	I	CHIEF INVESTMENT OFFICER	B	Control
BUSSEL, JOHN, MATTHEW	I	CHIEF INVESTMENT OFFICER	B	Control
BUSSEL, JOHN, MATTHEW	I	PRINCIPAL AND CHIEF INVESTMENT OFFICER	B	Control
BUSSEL, JOHN, MATTHEW	I	PRINCIPAL AND CHIEF INVESTMENT OFFICER	B	Control
BUSSEL, JOHN, MATTHEW	I	PRINCIPAL AND CHIEF INVESTMENT OFFICER	B	Control
BUSSEL, JOHN, MATTHEW	I	PRINCIPAL AND CHIEF INVESTMENT OFFICER	B	Control
BUSSEL, JOHN, MATTHEW	I	PRINCIPAL AND CHIEF INVESTMENT OFFICER	B	Control
BUSSEL, JOHN, MATTHEW	I	PRINCIPAL AND CHIEF INVESTMENT OFFICER	B	Control
Balachov, Mikhael	I	PRINCIPAL, CHIEF EXECUTIVE OFFICER	B	Control
Balachov, Mikhael	I	PRINCIPAL, CHIEF EXECUTIVE OFFICER	B	Control
Balachov, Mikhael	I	PRINCIPAL, CHIEF EXECUTIVE OFFICER	B	Control
HEWINS, ROGER, COLBURN	I	PRINCIPAL, FOUNDING MEMBER	B	Control
HEWINS, ROGER, COLBURN	I	PRINCIPAL, FOUNDING MEMBER	B	Control
HORNUNG, PATRICE, MARGARET CRESCI	I	PRINCIPAL, SENIOR FINANCIAL ADVISOR, REGIONAL DIRECTOR	B
HORNUNG, PATRICE, MARGARET CRESCI	I	PRINCIPAL, SENIOR FINANCIAL ADVISOR, REGIONAL DIRECTOR	B	Control
HORNUNG, PATRICE, MARGARET CRESCI	I	PRINCIPAL, SENIOR FINANCIAL ADVISOR, REGIONAL DIRECTOR	B	Control
KOO, KA-TYE	I	PRINCIPAL, CHIEF OPERATING OFFICER	B
KOO, KA-TYE	I	PRINCIPAL, CHIEF OPERATING OFFICER	B
SCHWARTZ, KARL, ARTHUR	I	PRINCIPAL, SENIOR FINANCIAL ADVISOR, REGIONAL DIRECTOR	B
SCHWARTZ, KARL, ARTHUR	I	PRINCIPAL, SENIOR FINANCIAL ADVISOR, REGIONAL DIRECTOR	B
BUSSEL, JOHN, MATTHEW	I	CHIEF INVESTMENT OFFICER	A	Control
BUSSEL, JOHN, MATTHEW	I	CHIEF INVESTMENT OFFICER	A	Control
BUSSEL, JOHN, MATTHEW	I	CHIEF INVESTMENT OFFICER	A	Control
BUSSEL, JOHN, MATTHEW	I	CHIEF INVESTMENT OFFICER	A	Control
BUSSEL, JOHN, MATTHEW	I	CHIEF INVESTMENT OFFICER	A	Control
BUSSEL, JOHN, MATTHEW	I	CHIEF INVESTMENT OFFICER	A	Control
BUSSEL, JOHN, MATTHEW	I	CHIEF INVESTMENT OFFICER	A	Control
BUSSEL, JOHN, MATTHEW	I	CHIEF INVESTMENT OFFICER	A	Control
BUSSEL, JOHN, MATTHEW	I	CHIEF INVESTMENT OFFICER	A	Control
BUSSEL, JOHN, MATTHEW	I	CHIEF INVESTMENT OFFICER	A	Control
BUSSEL, JOHN, MATTHEW	I	CHIEF INVESTMENT OFFICER	A	Control
BUSSEL, JOHN, MATTHEW	I	CHIEF INVESTMENT OFFICER	A	Control
BUSSEL, JOHN, MATTHEW	I	CHIEF INVESTMENT OFFICER	A	Control
BUSSEL, JOHN, MATTHEW	I	CHIEF INVESTMENT OFFICER	A	Control
BUSSEL, JOHN, MATTHEW	I	CHIEF INVESTMENT OFFICER	A	Control
BUSSEL, JOHN, MATTHEW	I	CHIEF INVESTMENT OFFICER	A	Control
BUSSEL, JOHN, MATTHEW	I	CHIEF INVESTMENT OFFICER	A	Control
BUSSEL, JOHN, MATTHEW	I	CHIEF INVESTMENT OFFICER	A	Control
BUSSEL, JOHN, MATTHEW	I	CHIEF INVESTMENT OFFICER	A	Control
BUSSEL, JOHN, MATTHEW	I	CHIEF INVESTMENT OFFICER	A	Control
BUSSEL, JOHN, MATTHEW	I	CHIEF INVESTMENT OFFICER	A	Control
Balachov, Mikhael	I	PRINCIPAL, DIRECTOR OF BUSINESS OPERATIONS	A
Balachov, Mikhael	I	PRINCIPAL, DIRECTOR OF BUSINESS OPERATIONS	A
Balachov, Mikhael	I	PRINCIPAL, DIRECTOR OF BUSINESS OPERATIONS	A
Balachov, Mikhael	I	PRINCIPAL, DIRECTOR OF BUSINESS OPERATIONS	A
Balachov, Mikhael	I	PRINCIPAL, DIRECTOR OF BUSINESS OPERATIONS	A
Balachov, Mikhael	I	PRINCIPAL, DIRECTOR OF BUSINESS OPERATIONS	A
Balachov, Mikhael	I	PRINCIPAL, DIRECTOR OF BUSINESS OPERATIONS	A
Balachov, Mikhael	I	PRINCIPAL, DIRECTOR OF BUSINESS OPERATIONS	A
Balachov, Mikhael	I	PRINCIPAL, DIRECTOR OF BUSINESS OPERATIONS	A
Balachov, Mikhael	I	PRINCIPAL, DIRECTOR OF BUSINESS OPERATIONS	A
Balachov, Mikhael	I	PRINCIPAL, DIRECTOR OF BUSINESS OPERATIONS	A
Balachov, Mikhael	I	PRINCIPAL, CHIEF EXPERIENCE OFFICER	A
Balachov, Mikhael	I	PRINCIPAL, CHIEF EXPERIENCE OFFICER	A
Balachov, Mikhael	I	PRINCIPAL, CHIEF EXPERIENCE OFFICER	A
Balachov, Mikhael	I	PRINCIPAL, CHIEF EXPERIENCE OFFICER	A
Balachov, Mikhael	I	PRINCIPAL, CHIEF EXPERIENCE OFFICER	A	Control
Balachov, Mikhael	I	PRINCIPAL, CHIEF EXECUTIVE OFFICER	A	Control
Balachov, Mikhael	I	PRINCIPAL, CHIEF EXECUTIVE OFFICER	A	Control
HORNUNG, PATRICE, MARGARET CRESCI	I	PRINCIPAL AND DIRECTOR OF ADVISORY SERVICES	A
HORNUNG, PATRICE, MARGARET CRESCI	I	PRINCIPAL AND DIRECTOR OF ADVISORY SERVICES	A
HORNUNG, PATRICE, MARGARET CRESCI	I	PRINCIPAL AND DIRECTOR OF ADVISORY SERVICES	A
HORNUNG, PATRICE, MARGARET CRESCI	I	PRINCIPAL AND DIRECTOR OF ADVISORY SERVICES	A
HORNUNG, PATRICE, MARGARET CRESCI	I	PRINCIPAL AND DIRECTOR OF ADVISORY SERVICES	A
HORNUNG, PATRICE, MARGARET CRESCI	I	PRINCIPAL AND DIRECTOR OF ADVISORY SERVICES	A
HORNUNG, PATRICE, MARGARET CRESCI	I	PRINCIPAL AND DIRECTOR OF ADVISORY SERVICES	A
HORNUNG, PATRICE, MARGARET CRESCI	I	PRINCIPAL AND DIRECTOR OF ADVISORY SERVICES	A
HORNUNG, PATRICE, MARGARET CRESCI	I	PRINCIPAL AND DIRECTOR OF ADVISORY SERVICES	A
HORNUNG, PATRICE, MARGARET CRESCI	I	PRINCIPAL AND DIRECTOR OF ADVISORY SERVICES	A
HORNUNG, PATRICE, MARGARET CRESCI	I	PRINCIPAL AND DIRECTOR OF ADVISORY SERVICES	A
HORNUNG, PATRICE, MARGARET CRESCI	I	PRINCIPAL, SENIOR FINANCIAL ADVISOR, REGIONAL DIRECTOR	A
HORNUNG, PATRICE, MARGARET CRESCI	I	PRINCIPAL, SENIOR FINANCIAL ADVISOR, REGIONAL DIRECTOR	A
HORNUNG, PATRICE, MARGARET CRESCI	I	PRINCIPAL, SENIOR FINANCIAL ADVISOR, REGIONAL DIRECTOR	A
KOO, KA-TYE	I	PRINCIPAL, DIRECTOR OF OPERATIONS AND ADVISOR DEVELOPMENT	A
KOO, KA-TYE	I	PRINCIPAL, DIRECTOR OF OPERATIONS AND ADVISOR DEVELOPMENT	A
KOO, KA-TYE	I	PRINCIPAL, DIRECTOR OF OPERATIONS AND ADVISOR DEVELOPMENT	A
KOO, KA-TYE	I	PRINCIPAL, DIRECTOR OF OPERATIONS AND ADVISOR DEVELOPMENT	A
KOO, KA-TYE	I	PRINCIPAL, DIRECTOR OF OPERATIONS AND ADVISOR DEVELOPMENT	A
KOO, KA-TYE	I	PRINCIPAL, CHIEF OPERATING OFFICER	A
KOO, KA-TYE	I	PRINCIPAL, CHIEF OPERATING OFFICER	A
KOO, KA-TYE	I	PRINCIPAL, CHIEF OPERATING OFFICER	A
POST, MARTHA, ROBERTS	I	CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER	A	Control
POST, MARTHA, ROBERTS	I	CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER	A	Control
POST, MARTHA, ROBERTS	I	CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER	A	Control
POST, MARTHA, ROBERTS	I	CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER	A	Control
POST, MARTHA, ROBERTS	I	CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER	A	Control
POST, MARTHA, ROBERTS	I	CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER	A	Control
POST, MARTHA, ROBERTS	I	CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER	A	Control
POST, MARTHA, ROBERTS	I	CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER	A	Control
POST, MARTHA, ROBERTS	I	CHIEF OPERATING OFFICER	A	Control
POST, MARTHA, ROBERTS	I	CHIEF OPERATING OFFICER	A	Control
POST, MARTHA, ROBERTS	I	CHIEF OPERATING OFFICER	A	Control
POST, MARTHA, ROBERTS	I	CHIEF OPERATING OFFICER	A	Control
POST, MARTHA, ROBERTS	I	CHIEF OPERATING OFFICER	A	Control
POST, MARTHA, ROBERTS	I	CHIEF OPERATING OFFICER	A	Control
POST, MARTHA, ROBERTS	I	CHIEF OPERATING OFFICER	A	Control
POST, MARTHA, ROBERTS	I	CHIEF OPERATING OFFICER	A	Control
POST, MARTHA, ROBERTS	I	CHIEF OPERATING OFFICER	A	Control
POST, MARTHA, ROBERTS	I	CHIEF OPERATING OFFICER	A	Control
POST, MARTHA, ROBERTS	I	CHIEF OPERATING OFFICER	A	Control
POST, MARTHA, ROBERTS	I	CHIEF OPERATING OFFICER	A	Control
POST, MARTHA, ROBERTS	I	CHIEF OPERATING OFFICER	A	Control
POST, MARTHA, ROBERTS	I	CHIEF OPERATING OFFICER	A	Control
POST, MARTHA, ROBERTS	I	CHIEF OPERATING OFFICER	A	Control
POST, MARTHA, ROBERTS	I	CHIEF OPERATING OFFICER	A	Control
POST, MARTHA, ROBERTS	I	CHIEF OPERATING OFFICER	A	Control
SCHWARTZ, KARL, ARTHUR	I	PRINCIPAL, SENIOR FINANCIAL ADVISOR, REGIONAL DIRECTOR	A
SCHWARTZ, KARL, ARTHUR	I	PRINCIPAL, SENIOR FINANCIAL ADVISOR, REGIONAL DIRECTOR	A
SCHWARTZ, KARL, ARTHUR	I	PRINCIPAL, SENIOR FINANCIAL ADVISOR, REGIONAL DIRECTOR	A
SCHWARTZ, KARL, ARTHUR	I	PRINCIPAL, SENIOR FINANCIAL ADVISOR, REGIONAL DIRECTOR	A
SCHWARTZ, KARL, ARTHUR	I	PRINCIPAL, SENIOR FINANCIAL ADVISOR, REGIONAL DIRECTOR	A
SCHWARTZ, KARL, ARTHUR	I	PRINCIPAL, SENIOR FINANCIAL ADVISOR, REGIONAL DIRECTOR	A
SCHWARTZ, KARL, ARTHUR	I	PRINCIPAL, SENIOR FINANCIAL ADVISOR, REGIONAL DIRECTOR	A
SCHWARTZ, KARL, ARTHUR	I	PRINCIPAL, SENIOR FINANCIAL ADVISOR, REGIONAL DIRECTOR	A
THIEN, THUONG, THANH	I	PRINCIPAL, SENIOR FINANCIAL ADVISOR	A
THIEN, THUONG, THANH	I	PRINCIPAL, SENIOR FINANCIAL ADVISOR	A
THIEN, THUONG, THANH	I	PRINCIPAL, SENIOR FINANCIAL ADVISOR	A
THIEN, THUONG, THANH	I	PRINCIPAL, SENIOR FINANCIAL ADVISOR	A
THIEN, THUONG, THANH	I	PRINCIPAL, SENIOR FINANCIAL ADVISOR	A
THIEN, THUONG, THANH	I	PRINCIPAL, SENIOR FINANCIAL ADVISOR	A
THIEN, THUONG, THANH	I	PRINCIPAL, SENIOR FINANCIAL ADVISOR	A
THIEN, THUONG, THANH	I	PRINCIPAL, SENIOR FINANCIAL ADVISOR	A
THIEN, THUONG, THANH	I	PRINCIPAL, SENIOR FINANCIAL ADVISOR	A
THIEN, THUONG, THANH	I	PRINCIPAL, SENIOR FINANCIAL ADVISOR	A

Registrations

Federal

Feb 27, 2025 REGISTERED

Notice Filings (12)

CA CO FL IL MA MN NJ NY OR TX WA WI

Address

203 REDWOOD SHORES PARKWAY
SUITE 550
REDWOOD CITY, CA 94065
United States

Phone: 650-620-3040