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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Capital
- Established Date
- 12-08-2022
- Office Locations
- 2
Office Locations
About Heller Private Wealth
Heller Private Wealth is an independent RIA in Fort Lauderdale providing comprehensive financial and estate planning, tax and retirement strategies, and investment management. The team works with high-net-worth individuals and families, business owners, corporate executives, and professional athletes. Portfolios are built in an open-architecture, non-proprietary approach that can include alternatives, emphasizing transparent fiduciary advice and risk-managed decision-making.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JUSTIN Ryan HELLER
Chief Compliance Officer, Financial Advisor, Manager
- CRD
- #5963719
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Eric Michael WInn
Financial Advisor
- CRD
- #7393322
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $95,715,103 | -- |
| Non-Discretionary | $0 | -- |
| Total | $95,715,103 | -- |
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Separately Managed Accounts
Total SMA Asset: $95,715,103
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $558,996,032 | 17.8% |
| Public Funds | $527,591,761 | 16.8% |
| Municipal Bonds | $279,498,016 | 8.9% |
| Corporate - Investment Grade | $411,395,956 | 13.1% |
| Private Funds | $169,583,066 | 5.4% |
| Cash | $282,638,443 | 9.0% |
| U.S. Government/Agency | $628,085,429 | 20.0% |
| Other | $282,638,444 | 9.0% |
| Total | $3,140,427,147 | 100.0% |