Charles Wesley Wood
Investment adviser representative at Team Hewins, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4BFirm assets
Are you Charles Wesley Wood? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Team Hewins, LLCJun 2026 to now
- University of Chicago Booth School of BusinessAug 2024 to Jun 2026
- Boston Consulting GroupJun 2024 to Jul 2024
- Hershey Wealth AdvisorsJan 2024 to Dec 2024
- UnemployedMay 2023 to Dec 2023
- Ci Brightworth Private WealthOct 2022 to Apr 2023
- Brightworth, LLCOct 2017 to Apr 2023
- Wealth Architects, LLCJul 2016 to Sep 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (CA).
Team Hewins, LLC
$4BAssets managed
576Clients
23Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6905214
- Firm CRD
- 291194