disclosure and terms of use

Team Hewins, LLC (“Team Hewins”) is an SEC registered investment adviser with offices in California and Florida, however such registration does not imply a certain level of skill or training, and no inference to the contrary should be made. The information on this web site is intended for U.S. Residents only and is not intended for distribution in any jurisdiction where Team Hewins is not licensed to distribute such information or where such offer or solicitation would be unlawful under the securities laws of such jurisdiction. The information provided on this web site is for information purposes only and should not be construed as investment advice or a determination that a particular product or service is suitable for any individual. This information should not be relied upon in making an investment decision.

The presentation on this website does not purport to be a complete description of Team Hewins’ advisory services. For the most current publicly filed information on Team Hewins, please reference Team Hewins’ public filings with the Securities and Exchange Commission (SEC) at www.adviserinfo.sec.gov. You can find a copy of Team Hewins’ most recent disclosure document (Form ADV Part 2) here.

For information pertaining to the registration status of Team Hewins, please contact the SEC or the state securities regulators for those states in which Team Hewins maintains a notice filing.  A copy of Team Hewins’ current written disclosure statement discussing Team Hewins’ business operations, services, and fees is available from Team Hewins upon written request.

Team Hewins does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Team Hewins web site or incorporated herein and takes no responsibility therefor.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Past performance is not indicative of future results. Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Team Hewins), will be profitable or equal any historical performance level(s).

Certain portions of Team Hewins’ web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Team Hewins (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date.  Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s).  Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Team Hewins, or from any other investment professional.  Team Hewins is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.

Please Note: Limitations: Neither rankings and/or recognition by unaffiliated rating services and/or publications, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Team Hewins is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. No ranking should be construed as a current or past endorsement of Team Hewins by any of its clients.

All contents of this web site are protected by copyright. The materials on this web site may not be modified, distributed, posted or transmitted without the prior written consent of Team Hewins. Visitors to this web site may print out portions of the web site of interest to them, for their own private use only. Copyright notices and other identifying information should not be removed from such printouts. Web site contents may not be reproduced in any manner for any other purpose.

Team Hewins believes that the information on this website has come from reliable sources, but it cannot assure its completeness or suitability for any purpose. The materials on this website are subject to change without notice.

Any questions should be addressed to Team Hewins’ Chief Compliance Officer (phone 650-620-3040).

Click here to view Team Hewins ADV Part 2A


privacy policy


General Visitors to our Site

Team Hewins, LLC (“Team Hewins”) collects information voluntarily provided from our visitors through our website. However, we do not require visitors to submit personal information to obtain general access to our website. Information that is collected may be used in the aggregate to improve our services. Certain pages of this website contain forms that allow a Visitor to request information about our services and solutions. In completing a form, you may be required to provide contact information, such as name, phone number and email address. Please note that any information submitted implies consent for use of the information, and Team Hewins may use the information from these forms to respond to requests and send information requested. We will not share this information with any third party unless required or permitted by law.


Team Hewins adheres to the same high standards for online privacy as any other aspect of Client privacy. We maintain physical, electronic and procedural safeguards that comply with federal standards to guard Client’s personal information. View a copy of Team Hewins Privacy Notice.


Cookies are pieces of data assigned by a Web server to your browser. Cookies help Websites to keep track of your preferences and to recognize return visitors. So, when you return to a Web site you’ve visited before, your browser gives this data back to the server. Team Hewins uses cookies to make your online experience richer and more personalized. As a matter of security, we do not embed personal information in our cookies, other than the email address used for purposes of logging in. Please contact Team Hewins Chief Compliance Officer with any questions regarding this policy (650-620-3040)