HEYMAN WEALTH MANAGEMENT, LLC

RIASEC Registered

Total AUM

$89.8M

Discretionary

$89.8M

100% of AUM

Avg account

$463K

Accounts

194

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: HNWI75.55%
Individuals16.89%
Pension & Profit Sharing Plans5.01%
Corporations / Businesses2.55%
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 adviser operating as a limited liability company with an individual owner. The firm provides fee-based wealth management and financial planning across both individual/family and institutional client segments. Its advisory menu emphasizes portfolio management (for individuals, small businesses and institutions), financial planning, pension consulting and the selection of outside advisers. The firm lists accountant services among its business activities and operates as a capital allocator—meaning it selects and allocates to third‑party managers and pooled vehicles rather than relying solely on in‑house proprietary products. Heyman does not identify as an ESG‑focused manager and is not registered as a multi‑state adviser.