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| Keyboard |
| Hewell Financial Group Inc
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|---|---|
| CRD # | 333535 |
| SEC # | 801-131558 |
| CIK # | |
| AUM | 334.4 M (2026-05-27) |
| Employees | 1 (100% Investors, 100% Brokers) |
| Phone | 530-400-4851 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 100 | 47.3 |
| (b) Individuals (high net worth individuals) | 117 | 285.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 2.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 743 | 334.4 |
| By Discretionary | ||
| Discretionary | 740 | 332.3 |
| Non-Discretionary | 3 | 2.1 |
| Total | 743 | 334.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 334.4 | |
| Total | 743 | 334.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 3 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Pollock Investment Advisors LLC
✚
|
MI | 335.5 M |
|
Personal Financial Profiles Inc
✚
|
FL | 335.3 M |
|
The Menard Financial Group LLC
✚
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TX | 335.3 M |
|
ARWA LLC
✚
|
TX | 335.0 M |
|
Molly B Investment Group LLC
✚
|
GA | 334.7 M |
|
Wealthharbor Capital Group LLC
✚
|
LA | 334.7 M |
|
Slayton Lewis Inc
✚
|
UT | 334.4 M |
|
Evermont Wealth Inc
✚
|
CA | 333.9 M |
|
Good Harbor Advisors Inc
✚
|
MA | 333.7 M |
|
Strait & Sound Wealth Management LLC
✚
|
333.7 M |