HELLER PRIVATE WEALTH
Firm details
- Headquarters
- Fort Lauderdale, Florida
- CRD number
- 324272
- Website
- www.hellerprivatewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI73.5%
- Corporations / Businesses16.87%
- Individuals9.63%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Heller Private Wealth is structured as a limited liability company that provides advisory services to both individual/family clients and institutional accounts. The firm bills on a percentage-of-AUM basis and focuses on discretionary portfolio management for individuals, small businesses, and institutional or business clients. It does not self-identify as an active ESG investor and is not registered as a multi-state adviser. Ownership is held by an individual principal and the firm is classified in FINTRX as unclassified.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities37%
- Public Funds/Mutual Funds33%
- State & Local Bonds12%
- Investment Grade Corp Bonds6%
- Private Funds5%
Contacts
2 of 2JUSTIN HELLER
Founder and PresidentCRD 5963719
Eric WInn
Financial AdvisorCRD 7393322
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Fort Lauderdale, FL
BROWARD
Location
Fort Lauderdale, FL
Headquartered in Fort Lauderdale, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- BROWARD
- Address
- 1700 E Las Olas Blvd
- Time zone
- ET (UTC-5)
- Office locations
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