RIA Intel›Advisers›Michigan›HEAL FINANCIAL LLC

HEAL FINANCIAL LLC

Advisory

MI

Data as of Mar 23, 2026 · Source: SEC Form ADV

Average account

$219K

across 93 accounts

AUM per adviser

$20M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM

$20M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$20M

Discretionary AUM$20M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients89

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMI, NJ, NY, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

89 clients

The full client-type breakdown and the share of AUM each category represents.

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