Hewitt Wealth Management Inc.

Overview

Hewitt Wealth Management Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves individuals and families, offering fee-for-service financial planning and discretionary portfolio management for both private clients and small businesses or institutions. Hewitt Wealth Management leans heavily toward public equities as its primary allocation, running managed equity portfolios and separately managed account strategies rather than acting as an allocator to other managers. The firm operates under a fixed-fee model and does not present itself as an ESG-focused manager, pension consultant, or multi-state adviser. Its advisory activity centers on personalized planning and portfolio construction for a small client base, with discretionary authority over the majority of assets under management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices