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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-29-2010
- Office Locations
- 1
Office Locations
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.
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 80 clients, or 40 clients per representative. That equates to $1.1M in reported AUM per client.
The profile lists 1 reported office location and 15 years in operation. The source data was last updated on March 31, 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
- Platform
- Services
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Owner & Executives
DANIEL BRIAN HEYMAN
Chief Compliance Officer, Investment Advisor, President
- CRD
- #4808440
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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ALEXANDER MCGREGOR ANDERSON Jr.
--
- CRD
- #5510719
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $89,765,422 | -- |
| Non-Discretionary | $0 | -- |
| Total | $89,765,422 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Heyman Wealth Management, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.