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HEWITT WEALTH MANAGEMENT INC.

Advisory

CA

Data as of Feb 16, 2026 · Source: SEC Form ADV

Rank in CA
#4,244
of 5,480 advisers by AUM
Average account
$383K
across 55 accounts
AUM per adviser
$21M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 16, 2026.

Total AUM
$21M
Discretionary %
100%
Clients
18
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$21M
Discretionary AUM$21M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients18
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

SOARES FINANCIAL, INC.
NAPA, CA
$21M
WINCHESTER CAPITAL MANAGEMENT
LOS ANGELES, CA
$21M
-20.8% 1Y
HALL, VERNON T.
RIVERSIDE, CA
$21M
-56.9% 1Y
HANSON MCCLAIN STRATEGIC ADVISORS, INC.
FOLSOM, CA
$21M
WOLFSON, LESLIE JAY
$21M
SHUTZER INVESTMENTS, LLC
$21M

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