RIA Intel›Advisers›Arizona›HEINTZ WEALTH MANAGEMENT, LLC

HEINTZ WEALTH MANAGEMENT, LLC

Advisory

AZ

Data as of Feb 6, 2026 · Source: SEC Form ADV

Rank in AZ

#305

of 387 advisers by AUM

Average account

$372K

across 217 accounts

AUM per adviser

$40M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 6, 2026.

Total AUM

$81M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$81M

Discretionary AUM$75M

Non-Discretionary AUM$5M

Discretionary %93.5%

Total Clients60

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, NY, TX

Succession Risk

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

See plansIncluded with the Intelligence plan

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

60 clients

21 high-net-worth

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

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