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- Custodian
- Assetmark ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-17-2003
- Office Locations
- 1
Office Locations
About Heller Wealth Management
Heller Wealth Management is a Melville, NY registered investment adviser providing wealth management and holistic financial planning for individuals and retirees, including tax and estate planning, insurance planning, and retirement plan guidance. Investment approach emphasizes active asset allocation using ETFs, mutual funds, and fixed income (including municipal bonds). The firm highlights financial planning after divorce, and primarily custodies assets with Charles Schwab & Co.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
LAWRENCE ELIOT HELLER
President
- CRD
- #1684612
- Ownership
- 75% or more
GREGORY THOMAS MOSS
PRINCIPAL, Wealth Manager
- CRD
- #6102128
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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IAN ERIC HELLER
--
- CRD
- #6885923
BELINDA TSUI
Wealth Manager
- CRD
- #4029241
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $553,893,216 | $703,803 |
| Non-Discretionary | $0 | -- |
| Total | $553,893,216 | $703,803 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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