# Hewitt Wealth Management Inc.

> Hewitt Wealth Management Inc. is a state-registered investment advisory firm in Newbury Park, CA, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 16, 2026.

- CRD: 330001
- Filed as: HEWITT WEALTH MANAGEMENT INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Newbury Park, CA
- Filing period: October 2026
- Form ADV filing dated: February 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/330001
- AdvisorCensus page: https://advisorcensus.com/firm/hewitt-wealth-management-inc-newbury-park-ca-330001

## Quick answers

**How is Hewitt Wealth Management Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Hewitt Wealth Management Inc. reports these compensation arrangements: fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Hewitt Wealth Management Inc. located?**
Hewitt Wealth Management Inc.'s principal office is in Newbury Park, CA, according to its Form ADV.

**Is Hewitt Wealth Management Inc. registered with the SEC or a state?**
Hewitt Wealth Management Inc. is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 330001.

**How much does Hewitt Wealth Management Inc. manage?**
Hewitt Wealth Management Inc. reports $21,062,607 in regulatory assets under management in its Form ADV filing dated February 16, 2026 (100% discretionary).

**What types of clients does Hewitt Wealth Management Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (13); individuals (other than high net worth individuals) (5).

**Does Hewitt Wealth Management Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/330001

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $21,062,607
- Discretionary: $21,062,607
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $2,180,374 |
| High net worth individuals | 13 | $18,882,233 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- hewittwealth.com
- LinkedIn @ALANCHEWITT

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hewitt Wealth Management Inc. (CRD 330001): Form ADV filing data as of October 2026.