Heller Wealth Management
Heller Wealth Management is an SEC-registered wealth manager in Melville, NY with $553.9M assets under management (AUM, regulatory AUM), +37% over one year. See who owns Heller Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 124261, SEC 801-61749, data through 2026-02-06.
- AUM (assets under management / regulatory AUM)
- $553.9M (2026-02-06)
- Firm type
- Wealth Manager
- Location
- Melville, NY
- Employees
- 6
- Clients
- 243
- CRD
- 124261
- Ownership
- HELLER, LAWRENCE, ELIOT; MOSS, GREGORY, THOMAS
How much AUM does Heller Wealth Management have?
Heller Wealth Management reported $553.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-06).
Who owns Heller Wealth Management?
Disclosed owners and executives of Heller Wealth Management include HELLER, LAWRENCE, ELIOT, MOSS, GREGORY, THOMAS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.