AdvizorPro

Heintz Wealth Management, LLC

Heintz Wealth Management, LLC. CRD 286160

H

CRD: 286160

Heintz Wealth Management, LLC

Scottsdale, AZ
6025057726
heintzwealth.com
$80.8M Total AUM
$75.5M Disc. AUM
-- 3Y CAGR
2 Employees
60 ADV. Clients
9 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS · Hsbc
Clients
Retail and Institutional
Platforms
UnisonElement +more
Established Date
01-09-2017
Office Locations
1

Office Locations

-- Scottsdale AZ

About Heintz Wealth Management, LLC

Heintz Wealth Management is a Scottsdale, AZ RIA led by CFP professional and Registered Financial Life Planner Bud Heintz. It provides personalized financial life planning plus in-house portfolio design and investment management for individuals and families, aligning strategies to evolving values and long-term goals. Portfolios use diversified global public-market exposures including funds and ETFs; custody includes Fidelity/NFS. Collaborates with clients’ CPAs and attorneys.

Team overview

-- AVG AGE
$40.4M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
9.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
9yrs Firm Age

Insights

Unlock to compare peer behavior around foundation value.
Open the full profile to inspect shifts in ember signal.
Request access to benchmark trends tied to vector glacier.
Unlock to see real insight on focus zenith vital.
Request access to benchmark trends tied to crest.
Full visibility includes strategy notes for oak vital.
Unlock to see real insight on alpha capital.
Full visibility includes strategy notes for optima element capital.

Asset Classes

Insight Vector radial North Vital bridge

Client Personas

Fusion harbor

CRM

Momentum alpha Peak element

Custodian

Oak Value zenith Catalyst catalyst Element Unison peak Peak Signal radial

Investment Themes

Insight Harbor catalyst Optima optima

Investment Vehicles

Glacier summit

Platform

Zenith

Services

Fusion meridian Horizon wave Unison frontier Catalyst Peak Oak insight Vital oak Bridge

Technology

Delta Catalyst Legacy Ember radial Foundation Foundation crest

Owner & Executives

E

EDWARD GEORGE HEINTZ III

Advisor, Chief Compliance Officer, FINANCIAL PLANNER, Managing Member, PORTFOLIO MANAGER

CRD
#2893819
Ownership
75% or more
(527) 340-8179
frontier.unison@unisoncapital.com
in linkedin.com/in/catalyst-insight

Showing 1 of 1 owners & executives

Unlock all

Contacts

R

RICHARD HOWARD GILLONS

Chief Compliance Officer, Managing Member

CRD
#4806874
(517) 378-9595
eagle.ember@horizoncapital.com
in linkedin.com/in/pathway-peak

Showing 1 of 2 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $75,493,263 --
Non-Discretionary $5,259,617 --
Total $80,752,880 --

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

Separately Managed Accounts

Total SMA Asset: $80,752,880

$80.8M Total SMA
Public Funds:
39.7%
Cash:
9.3%
Equity - Exchange:
21.3%
Private Funds:
29.7%
Asset class Assets Assets %
Public Funds $2,024,075,264 39.7%
Cash $474,153,651 9.3%
Equity - Exchange $1,085,964,814 21.3%
Private Funds $1,514,232,629 29.7%
Total $5,098,426,358 100.0%

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform