Heights LLC
Heights LLC is an SEC-registered wealth manager in Los Angeles, CA with $239.2M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Heights LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 315969, SEC 801-128704, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $239.2M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Los Angeles, CA
- Employees
- 3
- Clients
- 14
- CRD
- 315969
- Ownership
- PORTWOOD, WILLIAM, BOYCE; TAYLOR, MICAH, ANTHONY; COHEN, ALEXANDRE, DAVID; HEIGHTS CORP.; Cohen, Alexandre
How much AUM does Heights LLC have?
Heights LLC reported $239.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Heights LLC?
Disclosed owners and executives of Heights LLC include PORTWOOD, WILLIAM, BOYCE, TAYLOR, MICAH, ANTHONY, COHEN, ALEXANDRE, DAVID, HEIGHTS CORP., Cohen, Alexandre. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.