RIA Intel›Advisers›Maine›JAMES HEAVEY WEALTH ADVISORS, LLC

JAMES HEAVEY WEALTH ADVISORS, LLC

Advisory

ME

Data as of Mar 16, 2026 · Source: SEC Form ADV

Average account
$165K
across 103 accounts
AUM per adviser
$17M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 16, 2026.

Total AUM
$17M
Discretionary %
100%
Clients
106
Employees
1

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$17M
Discretionary AUM$17M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients106
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InME
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in ME

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

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YORK, ME
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SILVER ACCOUNTING SERVICE
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CHESS FINANCIAL PLANNING LLC
$13M
DRACH ADVISORS LLC
$21M

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