RIA Intel›Advisers›Florida›SETH HEINE LLC

SETH HEINE LLC

Advisory

FL

Data as of Aug 1, 2025 · Source: SEC Form ADV

Rank in FL
#2,548
of 2,610 advisers by AUM
Average account
$175K
across 2 accounts
AUM per adviser
$350K
1 adviser

Source: SEC Form ADV. Figures as filed Aug 1, 2025.

Total AUM
$350K
Discretionary %
0%
Clients
2
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$350K
Discretionary AUM$0
Non-Discretionary AUM$350K
Discretionary %0%
Total Clients2
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

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

FORESIGHT FINANCIAL ADVISORY LLC
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MAGNA VIS CAPITAL LLC
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ZENITH WEALTH MANAGEMENT LLC
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STEWART WEALTH MANAGEMENT LLC
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$343K
TMFS-MELBOURNE, LLC
MELBOURNE, FL
$360K
-57.6% 1Y

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