L. Jane Heist Wealth Management, Inc.
RIASEC Registered
Total AUM
$16.8M
Discretionary
$16.8M
100% of AUM
Avg account
$432K
Accounts
39
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 152785
- Custodians
- TD AMERITRADE, INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI63.16%
- Individuals36.84%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
L. Jane Heist Wealth Management, Inc. is a small, privately owned advisory corporation focused on serving individual and family clients. The firm’s core services are portfolio management for individuals and small businesses and limited pension consulting. It charges clients on a percentage-of-assets-under-management basis and does not market itself as an ESG investor. Its owner structure is individual-led and it operates as a single-state, non–multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities48%
- Public Funds/Mutual Funds32%
- Cash & Cash Equivalents16%
- State & Local Bonds3%
- Investment Grade Corp Bonds1%
Contacts
1 of 1Lynda Heist
PresidentCRD 4766060
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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