Heller Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Melville, NY. Its latest Form ADV filing, dated February 6, 2026, reports $554M in regulatory assets under management, 6 employees, and 787 accounts.
Assets Under Management
$554M
Employees
6
Offices
--
Total Clients
243
Primary office
MELVILLE, NY
225 BROADHOLLOW ROAD, SUITE 215, MELVILLE, NY, United States
Top client segmentHNWI represent 72.8% of total clients.
Top client categories% of clientsClients
1
HNWI
72.8%
177
2
Pension Plans
18.5%
45
3
Individuals
5.8%
14
4
Corporations
2.9%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$554Mas of February 6, 2026
Discretionary100.0%
$554M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$554M
Total Accounts787
10Y AUM Change+$372M (+204.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee41:1
10Y Employee Change+1 (+20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.