Heyman Wealth Management, LLC

RIASEC Registered

Total AUM

$115M

Discretionary

$115M

100% of AUM

Avg account

$479K

Accounts

241

Employees

Advisory reps

Firm details

Headquarters: Encino, California
CRD number: 154971
Website: heymanwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI77.62%
Individuals19.33%
Corporations / Businesses2.1%
Pension & Profit Sharing Plans0.95%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Heyman Wealth Management, LLC is an independent registered investment advisor organized as an LLC and owned by an individual. The firm serves both high-net-worth individuals and families as well as institutional clients, and acts as a capital allocator. Its advisory services center on financial planning and discretionary portfolio management for individuals, small businesses and larger business or institutional clients. The firm also provides pension consulting and the selection of other advisers. Heyman charges a mix of percentage-of-assets, hourly and fixed fees and lists accounting among its business activities and industry affiliations. The firm does not identify as an active ESG investor and is not marked as a multi-state or newly formed adviser.