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Principal, Chief Operating Officer · Team Hewins, LLC

Ka-Tye Koo

CRD 6289354 · Named on Form ADV at one SEC-registered adviser

At a glance

Team Hewins, LLC, an SEC-registered wealth manager based in Foster City, CA with $4.0 billion in regulatory assets, lists Ka-Tye Koo on its Form ADV as Principal, Chief Operating Officer.

Firms and roles

  • Team Hewins, LLCPrincipal, Chief Operating OfficerWealth manager · Foster City, CA · $4.0B in regulatory assets

AtlasMembers

Ka-Tye’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (7)

2 more people named with Ka-Tye on the same filings, with titles and firms. Free in Atlas with a free account.

See all 7 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ka-Tye’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.