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- Custodian
- Charles Schwab & Company ยท Jackson National Life
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-22-2003
- Office Locations
- 1
Office Locations
About Heinz Investments
Heinz Investments is an Atlanta-based, Georgia-registered advisor specializing in retirement solutions for high-net-worth individuals, with IRA/Roth beneficiary planning and advanced/dynastic estate planning alongside cash-flow planning, 401(k) administration, and investment advice. Led by multi-generational principals Charles Heinz and Heather Szyperski, the firm commonly implements portfolios with ETFs and uses custodians including Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 69 clients, or 34.5 clients per representative. That equates to $1.4M in reported AUM per client.
The profile lists 1 reported office location and 22 years in operation. The source data was last updated on March 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
HEATHER HEINZ SZYPERSKI
Chief Compliance Officer, Financial Consultant, President
- CRD
- #4699932
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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MARGARET MERTINS CARGLE
Investment Advisor
- CRD
- #7308495
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $96,823,080 | -- |
| Non-Discretionary | $0 | -- |
| Total | $96,823,080 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Heinz Investments has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.