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- Custodian
- Charles Schwab & Company ยท SEI
- Clients
- Retail and Institutional
- Platforms
- LegacyFoundation
- Established Date
- 03-17-2017
- Office Locations
- 1
Office Locations
About James Heavey Wealth Advisors, LLC
James Heavey Wealth Advisors is an independent Maine-registered RIA providing fiduciary financial planning and investment management, including retirement and estate planning. The firm focuses on small business owners and organizations such as professional practices, family-owned businesses, and nonprofits. Portfolios emphasize ETFs and U.S. government/agency bonds, with custody relationships including Schwab and SEI.
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Owner & Executives
JAMES DANIEL HEAVEY
Chief Compliance Officer, Managing Member, Wealth Advisor
- CRD
- #5341076
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,027,100 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,027,100 | -- |
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Separately Managed Accounts
Total SMA Asset: $17,027,100
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $781,519,222 | 31.7% |
| U.S. Government/Agency | $621,270,801 | 25.2% |
| Cash | $1,062,570,299 | 43.1% |
| Total | $2,465,360,322 | 100.0% |