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HELLER WEALTH MANAGEMENT

MELVILLE, NY · CRD 124261 · IAPD ↗ · 631-248-3600

$553.9MRegulatory AUM
4Advisory reps
6Employees
1Clients
51-100Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
March 2026 — HELLER WEALTH MANAGEMENT crossed $500M in regulatory AUM ($445.9M -> $553.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
April 2025 — HELLER WEALTH MANAGEMENT notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2024 — HELLER WEALTH MANAGEMENT reported RAUM up 26% ($301.5M -> $381.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.