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HEWELL FINANCIAL GROUP, INC.
CRD 333535 · SEC 801-131558
CA, United States
Phone
(530) 400-4851
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$334.4M
Discretionary AUM
$332.3M
Team
1 total employees; 1 advisory reps; 3 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-05-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 100 | $47.3M |
| High net worth individuals | 117 | $285.0M |
| Pension/profit sharing plans | 3 | $2.1M |
States served
CA, NY, WA, TX
All web addresses on file
Official SEC filing: View on IAPD