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AH

Alan C. Hewitt

HEWITT WEALTH MANAGEMENT
Newbury Park, CA
Some features on this profile are disabled
CRD#: 6248278
AH

Professional summary

Alan Charles Hewitt, CFP®, who also goes by Charles Hewitt, Chuck Hewitt, is a registered financial advisor currently at HEWITT WEALTH MANAGEMENT INC. located in Newbury Park, California.

Alan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Alan has worked at 3 firms .

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Charles Hewitt | Chuck Hewitt

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 Alan Charles Hewitt's 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: 2013

Experience

Current

April 5, 2024 - Present

HEWITT WEALTH MANAGEMENT INC.

RIA
CRD#: 330001
Newbury Park, CA
Past

December 13, 2019 - November 30, 2022

MERCER GLOBAL ADVISORS INC.

RIA
CRD#: 147363
Camerillo, CA
Past

September 19, 2013 - February 27, 2020

AL HEWITT, INC.

RIA
CRD#: 136546
CAMARILLO, CA

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
(4/5/2024)

Exams

Current Firm

HW
HEWITT WEALTH MANAGEMENT INC.
HEWITT WEALTH MANAGEMENT INC | HEWITT WEALTH MANAGEMENT INC.

CRD#: 330001 / SEC#:

California
Registered Investment Advisory firm - (4/5/2024 Approved)
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Contact information

Main Address
Newbury Park, CA
Mailing Address
501 S Reino Rd Unit 384, Newbury Park, CA 91320
Phone number
(661) 816-8303
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts55
AUM (Assets Under Management)$ 21,062,607

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.

Company Information

HEWITT WEALTH MANAGEMENT INC.

CRD#: 330001Newbury Park, CA

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