DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Arrivals at Team Hewins, LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Christina Danielle Gann Munguia | Vantage Wealth Management, LLC independent RIA | Team Hewins, LLC independent RIA | RIA to RIA | Dec 31, 2025 | Apr 29, 2026 (119 d) |
| Deborah Ann Peri | Redwood Park Advisors independent RIA | Team Hewins, LLC independent RIA | RIA to RIA | Jul 11, 2024 | Jul 3, 2024 |
| Charles Wesley Wood | Corient independent RIA | Team Hewins, LLC independent RIA | RIA to RIA | Mar 1, 2023 | Jun 23, 2026 (1210 d) |
| Philip Herzberg | Meira Wealth independent RIA | Team Hewins, LLC independent RIA | RIA to RIA | Aug 9, 2021 | Aug 12, 2021 |
| Zachary Joseph Riera | Wealth Architects, LLC independent RIA | Team Hewins, LLC independent RIA | RIA to RIA | Jul 21, 2020 | Jul 21, 2020 |
| Clarice M Nolet | Wealth Architects, LLC independent RIA | Team Hewins, LLC independent RIA | RIA to RIA | Mar 25, 2019 | Aug 12, 2019 (140 d) |
| Elena Song | Aegis Wealth independent RIA | Team Hewins, LLC independent RIA | RIA to RIA | Mar 13, 2019 | Mar 9, 2021 (727 d) |
| Eric Donner | Wipfli Financial Advisors, LLC independent RIA | Team Hewins, LLC no RAUM | RIA to a newly registered adviser | Jun 1, 2018 | Jun 15, 2018 |
| John Matthew Bussel | Wipfli Financial Advisors, LLC independent RIA | Team Hewins, LLC no RAUM | RIA to a newly registered adviser | Jun 1, 2018 | May 29, 2018 |
| Carolyn Elizabeth Kelly | Wipfli Financial Advisors, LLC independent RIA | Team Hewins, LLC no RAUM | RIA to a newly registered adviser | Jun 1, 2018 | May 29, 2018 |
| Jedd Daniel Nicolas | Wipfli Financial Advisors, LLC independent RIA | Team Hewins, LLC no RAUM | RIA to a newly registered adviser | Jun 1, 2018 | May 29, 2018 |
| Thuong Thanh Thien | Wipfli Financial Advisors, LLC independent RIA | Team Hewins, LLC no RAUM | RIA to a newly registered adviser | Jun 1, 2018 | May 29, 2018 |
| Ka-Tye Koo | Wipfli Financial Advisors, LLC independent RIA | Team Hewins, LLC no RAUM | RIA to a newly registered adviser | Jun 1, 2018 | May 29, 2018 |
| Christina Danielle Gann Munguia | Wipfli Financial Advisors, LLC independent RIA | Team Hewins, LLC no RAUM | RIA to a newly registered adviser | Jun 1, 2018 | May 29, 2018 |
| Christopher Ryan Anderson | Wipfli Financial Advisors, LLC independent RIA | Team Hewins, LLC no RAUM | RIA to a newly registered adviser | Jun 1, 2018 | May 29, 2018 |
| Xinyi Li Cresci | Wipfli Financial Advisors, LLC independent RIA | Team Hewins, LLC no RAUM | RIA to a newly registered adviser | Jun 1, 2018 | May 29, 2018 |
| Rachael Catherine Grattan | Wipfli Financial Advisors, LLC independent RIA | Team Hewins, LLC no RAUM | RIA to a newly registered adviser | Jun 1, 2018 | Jun 4, 2018 |
| Derek Joseph France | Wipfli Financial Advisors, LLC independent RIA | Team Hewins, LLC no RAUM | RIA to a newly registered adviser | Jun 1, 2018 | May 29, 2018 |
| Karl Arthur Schwartz | Elko Financial Advisors unclassified | Team Hewins, LLC no RAUM | Other | Dec 31, 2015 | May 29, 2018 (880 d) |
| Roger Colburn Hewins | Wipfli Hewins Investment Advisors LLC other | Team Hewins, LLC no RAUM | Other | Jul 3, 2013 | May 29, 2018 (1791 d) |
| Patrice Margaret Cresci Hornung | Wipfli Hewins Investment Advisors LLC other | Team Hewins, LLC no RAUM | Other | Jul 3, 2013 | May 29, 2018 (1791 d) |
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21 moves match.