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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-15-2015
- Office Locations
- 1
Office Locations
About JW Hecht Wealth Management LLC
JW Hecht Wealth Management LLC is a Phoenix-based RIA led by Joseph W. Hecht, a CPA (licensed since 1985), providing discretionary and non-discretionary portfolio management plus investment consulting. The practice focuses on retirement rollovers, taxable accounts, and one-time liquidity events like inheritances or business sales, with ongoing, objective-based monitoring and quarterly portfolio reviews. Client assets are typically held at Charles Schwab.
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
JOSEPH WARREN HECHT
Managing Member, Registered Investment Advisor
- CRD
- #6422012
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,130,104 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,130,104 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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