RIA Intel›Advisers›Arizona›JW HECHT WEALTH MANAGEMENT LLC

JW HECHT WEALTH MANAGEMENT LLC

Advisory

PHOENIX, AZ

Data as of Oct 11, 2024 · Source: SEC Form ADV

Average account

$204K

across 30 accounts

AUM per adviser

$6M

1 advisers

Source: SEC Form ADV. Figures as filed Oct 11, 2024.

Total AUM

$6M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$6M

Discretionary AUM$6M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients19

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ

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

19 clients

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

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Advisers of similar size in AZ

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

JOHNSON WEALTH MANAGEMENT, LLC

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$6M

KEATS CONNELLY AND ASSOCIATES INC.

$6M

EAGLE SPIRIT INVESTMENTS CONSULTING, INC.

$6M

SIX SIGMA WEALTH ADVISORS, LLC

$6M

SUNSTREET SECURITIES, LLC

$7M

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