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HEWITT WEALTH MANAGEMENT
HEWITT WEALTH MANAGEMENT INC. is a state-registered investment adviser in NEWBURY PARK, CA. The firm manages approximately $21 million in regulatory assets.
Overview
HEWITT WEALTH MANAGEMENT INC. is a state-registered investment adviser in NEWBURY PARK, CA. The firm manages approximately $21 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Year founded
1988
Location
Region
North America
Country
United States
City
Newbury Park
Corporate office
New York, NY, United States
Principals
Charles H. Hewitt
President & CEO
H. Blair Hewitt
Executive Vice President
Sector focus
Frequently asked questions
Who runs investment decisions at HEWITT WEALTH MANAGEMENT?
Charles H. Hewitt serves as President and CEO, overseeing the firm's investment philosophy and client relationships. His son, H. Blair Hewitt, is Executive Vice President and participates in portfolio construction and research. The firm maintains an in-house investment team rather than relying solely on external investment committees, though the exact split of decision-making authority between the two principals is not publicly detailed.
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