Patrice Margaret Cresci Hornung

Employer firm

Team Hewins, LLC CRD 291194

$3.97B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2018 → 04/2021
  Team Hewins, Llc
  Redwood City, CA
• 03/2015 → 06/2018
  Hewins Financial Advisors, Llc
  Redwood City, CA
• 04/2021 → 02/2025
  Team Hewins, Llc
  Redwood City, CA
• 03/2025 → Present
  Team Hewins, Llc
  Redwood City, CA

Previous Registrations

• 2009-01-26 → 2018-06-01
  Wipfli Financial Advisors, Llc
  Milwaukee, WI
• 2012-05-08 → 2013-07-03
  Wipfli Hewins Investment Advisors Llc
  San Mateo, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-01-13

Designations

• Certified Financial Planner

Other Names

• Patrice Margaret Cresci
• Patrice Cresci