Heller Private Wealth Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 324272
· Fort Lauderdale, FL
· www.hellerprivatewealth.com
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ADV data as of May 07, 2026
- Regulatory AUM
- $95.7M
- Discretionary
- $95.7M
- Clients
- 42
- Avg AUM / client
- $2.3M
- Accounts
- 184
- Employees
- 3
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 24 | $9.2M | 9.63% |
| High net worth individuals | 13 | $70.4M | 73.5% |
| Corporations and other businesses | 5 | $16.1M | 16.9% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Justin Ryan Heller | Registered representative | CFP Chartered Financial Consultant | Mar 2023 (3y) | |
| Eric Michael W Inn | Registered representative | Mar 2023 (3y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/07/2026 | 1020 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $95.7M (100% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 07, 2026.
View current Form ADV (SEC/IAPD) ↗