L
$16.8M Total AUM
$16.8M Disc. AUM
-- 3Y CAGR
1 Employees
24 ADV. Clients
16 yrs Firm Age
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- Custodian
- TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-25-2010
- Office Locations
- 1
Office Locations
-- Scottsdale AZ
About L. Jane Heist Wealth Management, Inc.
L. Jane Heist Wealth Management, Inc. is a Scottsdale-based RIA. The firm has been operating for 16 years. Managing $16.8M in total assets under management, with 1 advisory representatives. They custody assets with TD Ameritrade.
Team overview
-- AVG AGE
$16.8M AVG AUM / ADVISOR
$701.5K AVG AUM / CLIENT
16.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
L
LYNDA JANE HEIST
--
- CRD
- #4766060
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,837,193 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,837,193 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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