HELLER WEALTH MANAGEMENT

225 Broadhollow Road
Suite 215
Melville, New York 11747
Tel: 631-248-3600

About HELLER WEALTH MANAGEMENT

HELLER WEALTH MANAGEMENT, formally registered with the SEC as HELLER WEALTH MANAGEMENT. The firm was established in 01/17/2003. They have over 1 offices throughout the country.

HELLER WEALTH MANAGEMENT is a Melville, New York based Financial Planning firm with nearly $404,135,430 assets under management, offering retirement planning & investment advisory services to 717 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	124261
SEC#	801-61749
Assets Managed by Firm	$404,135,430
No. of Clients	717
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (ADVICE ON MATTERS NOT INVOLVING SECURITIES.)

Firm Client Information

	No. of Clients	AUM
Firm Total	717	$404,135,430
Individuals (other than high net worth individuals)	12	$2,734,429
High net worth individuals	150	$334,685,189
Pension and profit sharing plans	47	$61,105,382
Corporations or other businesses	5	$5,610,430

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