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HELLER PRIVATE WEALTH LLC

Advisory

FORT LAUDERDALE, FL

Data as of May 7, 2026 · Source: SEC Form ADV

Rank in FL
#1,338
of 2,610 advisers by AUM
Average account
$520K
across 184 accounts
AUM per adviser
$32M
3 advisers

Source: SEC Form ADV. Figures as filed May 7, 2026.

Total AUM
$96M
Discretionary %
100%
Clients
42
Employees
3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$96M
Discretionary AUM$96M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients42
Team
Total Employees3
Investment Advisers3
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

KRIS LEWICKI & ASSOCIATES, LLC
CORAL SPRINGS, FL
$96M
OAKTREE ASSET MANAGEMENT, INC.
BOCA RATON, FL
$96M
+2.7% 1Y
SAGE CAPITAL MANAGEMENT, LLC
SARASOTA, FL
$96M
-37.0% 1Y
ARTHURS WEALTH MANAGEMENT LLC
PONTE VEDRA BEACH, FL
$95M
DREGGORS, RIGSBY & TEAL, PA
DELAND, FL
$95M
LION CAPITAL ADVISORS LLC
MIAMI, FL
$95M
0.0% 1Y

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