Patrice M. Hornung

TEAM HEWINS | Principal and Senior Financial Advisor

Redwood City, CA 94065

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CRD#: 5638082

Professional summary

Patrice Margaret Cresci Hornung, CFP®, who also goes by Patrice Margaret Cresci, Patrice Cresci, is a registered financial advisor currently at TEAM HEWINS, LLC located in Redwood City, California.

Patrice is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Patrice has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

What are your service offerings?

Trust & estate planning

Philanthropic services

Financial planning

Retirement planning

What is your current number of clients?

Greater than 100

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Patrice Margaret Cresci | Patrice Cresci

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrice Margaret Cresci Hornung's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2010

Experience

Current

May 29, 2018 - Present

TEAM HEWINS, LLC

Office #1: 203 Redwood Shores Parkway Suite 550, Redwood City, CA 94065

RIA

CRD#: 291194

Redwood City, CA

Past

May 8, 2012 - July 3, 2013

WIPFLI HEWINS INVESTMENT ADVISORS LLC

RIA

CRD#: 109972

SAN MATEO, CA

Past

January 26, 2009 - June 1, 2018

WIPFLI FINANCIAL ADVISORS, LLC

RIA

CRD#: 109983

REDWOOD CITY, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TEAM HEWINS, LLC

HEWINS, LLC | TEAM HEWINS, LLC | POST HEWINS, LLC

CRD#: 291194 / SEC#: 801-112939

RIA

Registered Investment Advisory firm - (4/20/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(5/29/2018)

IAR

Florida
(6/1/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/13/2009

Uniform Investment Adviser Law Examination

Current Firm

TEAM HEWINS, LLC

HEWINS, LLC | TEAM HEWINS, LLC | POST HEWINS, LLC

CRD#: 291194 / SEC#: 801-112939

RIA

Registered Investment Advisory firm - (4/20/2018 Approved)

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Contact information

Main Address

203 Redwood Shores Parkway Suite 550, Redwood City, CA 94065

Mailing Address

Phone number

(650) 620-3040

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TEAM HEWINS FORM ADV PART 2A BROCHURE (2/26/2025)

Regulatory assets under management

Total Number of Accounts	2,030
AUM (Assets Under Management)	$ 3,433,219,636

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Patrice M. Hornung

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrice Margaret Cresci Hornung's CRS (Customer Relationship Summary).

Certified licenses

Experience

TEAM HEWINS, LLC

WIPFLI HEWINS INVESTMENT ADVISORS LLC

WIPFLI FINANCIAL ADVISORS, LLC

Primary Firm SEC Registration

TEAM HEWINS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/13/2009

Current Firm

TEAM HEWINS, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TEAM HEWINS, LLC

TRUST BUT VERIFY

Contact information

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