HEWELL FINANCIAL GROUP, INC.

HEWELL FINANCIAL GROUP, INC. is an SEC-registered investment adviser (CRD 333535). Regulatory assets under management: $334.4M.

Registration

• CRD: 333535
• SEC file number: 801-131558
• Type: Registered investment adviser
• Phone: (530) 400-4851
• Latest filing: 2026-05-27
• Regulatory AUM: $334.4M
• Discretionary AUM: $332.3M
• Non-discretionary AUM: $2.1M
• Clients: 1
• Accounts: 743

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 333535 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search