# WIPFLI HEWINS INVESTMENT ADVISORS LLC

WIPFLI HEWINS INVESTMENT ADVISORS LLC of SAN MATEO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 109972
- Type: SEC-registered investment adviser
- SEC file number: 801-57782
- Location: 400 SOUTH EL CAMINO REAL, STE 800, SAN MATEO, CA, 94402
- Phone: 650-620-3040
- Latest filing: 2013-05-23
- Regulatory AUM: $1.6B
- Discretionary AUM: $1.1B
- Non-discretionary AUM: $542.8M
- Clients: 47
- Accounts: 2,318

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| RAMSDEN NAOMI ROBINSON | CHIEF COMPLIANCE OFFICER; GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | — |
| HEWINS ROGER COLBURN | MANAGER/PRESIDENT OF HFA; MANAGER/SR. VICE PRESIDENT; MANAGER/SR.VICE PRESIDENT OF WHIA (+1 more) | — |
| STUBBE JEFFREY EDWARD | PRESIDENT; SENIOR VICE PRESIDENT | — |
| PETERSEN KELEY RENEE | CHIEF OPERATING OFFICER | — |
| HEWINS ROGER | MANAGER/PRESIDENT OF WHIA; MANAGER/SR.VICE PRESIDENT OF WHIA | — |
| STUBBE JEFFREY E | PRESIDENT | — |
| POST MARTHA ROBERTS | CHIEF OPERATING OFFICER/CHIEF INCESTMENT OFFICER; CHIEF OPERATING OFFICER/CHIEF INVESTMENT OFFICER | — |
| KELVIE DIANE UNWIN | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109972/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109972/similar
- Related entities: https://search.stillhousedata.com/firm/109972/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109972

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.