Hewell Financial Group, Inc.
Hewell Financial Group, Inc. is an SEC-registered wealth manager with $334.4M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Hewell Financial Group, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 333535, SEC 801-131558, data through 2026-05-27.
- AUM (assets under management / regulatory AUM)
- $334.4M (2026-05-27)
- Firm type
- Wealth Manager
- Employees
- 1
- Clients
- 220
- CRD
- 333535
- Ownership
- HEWELL, KAITLIN, MARIE
How much AUM does Hewell Financial Group, Inc. have?
Hewell Financial Group, Inc. reported $334.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-27).
Who owns Hewell Financial Group, Inc.?
Disclosed owners and executives of Hewell Financial Group, Inc. include HEWELL, KAITLIN, MARIE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.