CRD: 299051
Heartland Wealth Strategies LLC
$59.0M Total AUM
$59.0M Disc. AUM
-- 3Y CAGR
1 Employees
174 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-08-2019
- Office Locations
- 1
Office Locations
3515 Hofman Ln. Ste. B Manhattan KS
About Heartland Wealth Strategies LLC
Heartland Wealth Strategies LLC is a Manhattan-based RIA. The firm has been operating for 7 years. Managing $59.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade.
Team overview
38 AVG AGE
$59.0M AVG AUM / ADVISOR
$339.2K AVG AUM / CLIENT
7.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
Available
Available
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
M
MICHAEL REMER HAMMERSMITH
Chief Compliance Officer, Owner
- CRD
- #5278164
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $59,020,164 | -- |
| Non-Discretionary | $0 | -- |
| Total | $59,020,164 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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