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Principal, Senior Financial Advisor · Team Hewins, LLC

Karl A. Schwartz

CRD 5643662 · 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 Karl A. Schwartz on its Form ADV as Principal, Senior Financial Advisor.

Firms and roles

  • Team Hewins, LLCPrincipal, Senior Financial AdvisorWealth manager · Foster City, CA · $4.0B in regulatory assets

AtlasMembers

Karl’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 Karl 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 Karl’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.