$89.8M Total AUM
$89.8M Disc. AUM
-- 3Y CAGR
2 Employees
80 ADV. Clients
15 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Prime optima
- Established Date
- 11-29-2010
- Office Locations
- 1
Office Locations
16133 Ventura Blvd., Suite #640 Encino CA
About Heyman Wealth Management, LLC
Heyman Wealth Management is a fee-only RIA providing personalized financial planning and portfolio management for individuals and families across generations. The firm uses an evidence-based approach centered on global diversification, disciplined asset allocation and rebalancing, and cost/tax-aware implementation, with ongoing guidance to help clients stay focused and avoid market timing or stock picking.
Team overview
-- AVG AGE
$44.9M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
8.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
15yrs Firm Age
Insights
See the complete signal summary connected to quantum oak.
See the complete signal summary connected to alpha element.
See the complete signal summary connected to timber.
See the complete signal summary connected to ember.
Request access to benchmark trends tied to pathway focus.
See the complete signal summary connected to signal.
Unlock to compare peer behavior around beacon zenith.
Upgrade to reveal position-level detail across prime crest.
Asset Classes
Wave unison Focus Unison
Client Personas
Summit pathway Crest
Custodian
Crest Radial delta Prime horizon Legacy
Investment Themes
Matrix harbor Fusion Fusion Atlas foundation
Investment Vehicles
Pathway matrix
Platform
Focus
Services
Ember Horizon zenith Insight optima Alpha Prime Value Delta Atlas Summit Horizon vital Pathway vital
Technology
Unison
Owner & Executives
DANIEL BRIAN HEYMAN
Chief Compliance Officer, Investment Advisor, President
- CRD
- #4808440
- Ownership
- 75% or more
(618) 687-6979
frontier.prime@wavecapital.com
in linkedin.com/in/alpha-alpha
Showing 1 of 1 owners & executives
Unlock allContacts
A
ALEXANDER MCGREGOR ANDERSON Jr.
--
- CRD
- #5510719
(226) 661-6892
timber.vital@unisoncapital.com
in linkedin.com/in/value-insight
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $89,765,422 | -- |
| Non-Discretionary | $0 | -- |
| Total | $89,765,422 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $89,765,422
Public Funds:
31.9% Equity - Exchange:
44.2% Municipal Bonds:
23.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $314,441,396 | 31.9% |
| Equity - Exchange | $435,683,690 | 44.2% |
| Municipal Bonds | $235,584,620 | 23.9% |
| Total | $985,709,706 | 100.0% |