Overview
Assets Under Management: $378 million
Headquarters: SUMMIT, NJ
High-Net-Worth Clients: 94
Average Client Assets: $3.5 million
Frequently Asked Questions
HELLER WEALTH ADVISORS, LLC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #153730), HELLER WEALTH ADVISORS, LLC. is subject to fiduciary duty under federal law.
HELLER WEALTH ADVISORS, LLC. is headquartered in SUMMIT, NJ.
HELLER WEALTH ADVISORS, LLC. serves 94 high-net-worth clients according to their SEC filing dated September 11, 2018. View client details ↓
According to their SEC Form ADV, HELLER WEALTH ADVISORS, LLC. offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
HELLER WEALTH ADVISORS, LLC. manages $378 million in client assets according to their SEC filing dated September 11, 2018.
According to their SEC Form ADV, HELLER WEALTH ADVISORS, LLC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 94
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.97%
Average Client Assets: $3.5 million
Total Client Accounts: 977
Discretionary Accounts: 977
Regulatory Filings
CRD Number: 153730
Filing ID: 1239948
Last Filing Date: 2018-09-11 10:01:00