RIA Intel›Advisers›Arizona›L. JANE HEIST WEALTH MANAGEMENT, INC.

L. JANE HEIST WEALTH MANAGEMENT, INC.

Advisory

Data as of Sep 20, 2022 · Source: SEC Form ADV

Average account

$432K

across 39 accounts

AUM per adviser

$17M

1 advisers

Source: SEC Form ADV. Figures as filed Sep 20, 2022.

Total AUM

$17M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$17M

Discretionary AUM$17M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients24

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

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

24 clients

3 high-net-worth

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

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-94.4% 1Y

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