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Est. 2026The front page of wealth managementNew York

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Chief Compliance Officer · Team Hewins, LLC

Michelle A. McCarthy

CRD 7682269 · Named on Form ADV at 12 SEC-registered advisers

At a glance

Team Hewins, LLC, an SEC-registered wealth manager based in Foster City, CA with $4.0 billion in regulatory assets, lists Michelle A. McCarthy on its Form ADV as Chief Compliance Officer. The SEC filings also name Michelle at 11 other registered advisers.

Firms and roles

AtlasMembers

Michelle’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 each firm
12 firmsLocked
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 (36)

31 more people named with Michelle on the same filings, with titles and firms. Free in Atlas with a free account.

See all 36 free

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