TOTAL MANAGEMENT GROUP, INC.
Legal name: HELLER WEALTH MANAGEMENT
CRD #124261 SEC #801-61749 MELVILLE, NY 631-248-3600
SEC Registered
Total AUM
$445.9M
Discretionary
$445.9M
Employees
5
Clients
51
Accounts
742
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $445.9M | $445.9M | $0 | 5 | 1 |
| Apr 2025 | $445.9M | $445.9M | $0 | 5 | 1 |
| Mar 2025 | $445.9M | $445.9M | $0 | 5 | 1 |
| Apr 2024 | $404.1M | $404.1M | $0 | 6 | 2 |
| Mar 2024 | $381M | $381M | $0 | 6 | 2 |
| Sep 2023 | $301.5M | $301.5M | $0 | 7 | 140 |
| Mar 2023 | $301.5M | $301.5M | $0 | 7 | 140 |
| Mar 2023 | $301.5M | $301.5M | $0 | 7 | 140 |
| Jul 2022 | $323.9M | $320.3M | $3.6M | 7 | 2 |
| Mar 2022 | $323.9M | $320.3M | $3.6M | 7 | 2 |
| Mar 2021 | $302.8M | $301M | $1.8M | 5 | 1 |
| Jun 2020 | $246M | $215M | $31M | 5 | 0 |
| Mar 2020 | $246M | $215M | $31M | 5 | 0 |
| Jul 2019 | $214M | $207M | $7M | 5 | 0 |
| Mar 2019 | $214M | $207M | $7M | 5 | 0 |
| Mar 2018 | $212M | $205M | $7M | 5 | 0 |
| Mar 2017 | $182M | $173M | $9M | 5 | 100 |
| Mar 2016 | $146M | $139.1M | $6.9M | 4 | 100 |
| Mar 2015 | $150.2M | $142.8M | $7.4M | 4 | 100 |
| Mar 2014 | $121.8M | $115.2M | $6.6M | 4 | 26 |
| Dec 2013 | $104.2M | $98.7M | $5.6M | 4 | 26 |
| Nov 2013 | $104.2M | $98.7M | $5.6M | 4 | 26 |
| Oct 2013 | $104.2M | $88.5M | $15.7M | 4 | 26 |
| Mar 2013 | $104.2M | $88.5M | $15.7M | 4 | 26 |
| Apr 2012 | $93.4M | $79.6M | $13.8M | 1 | 26 |
| Dec 2011 | $78.8M | $71.8M | $6.9M | 1 | 26 |
| Mar 2010 | $61.4M | $60.4M | $970.5K | 5 | -- |
| Mar 2007 | $62.2M | $60.1M | $2M | 5 | -- |
| Mar 2006 | $56.2M | $56.1M | $164.9K | 5 | -- |
| Feb 2005 | $50.8M | $41.8M | $9M | 5 | -- |
| Feb 2005 | $50.8M | $41.8M | $9M | 5 | -- |
| Mar 2004 | $43M | $0 | $43M | 5 | -- |
DateJul 2025
Total AUM$445.9M
Discretionary$445.9M
Non-Disc.$0
Employees5
Clients1
DateApr 2025
Total AUM$445.9M
Discretionary$445.9M
Non-Disc.$0
Employees5
Clients1
DateMar 2025
Total AUM$445.9M
Discretionary$445.9M
Non-Disc.$0
Employees5
Clients1
DateApr 2024
Total AUM$404.1M
Discretionary$404.1M
Non-Disc.$0
Employees6
Clients2
DateMar 2024
Total AUM$381M
Discretionary$381M
Non-Disc.$0
Employees6
Clients2
DateSep 2023
Total AUM$301.5M
Discretionary$301.5M
Non-Disc.$0
Employees7
Clients140
DateMar 2023
Total AUM$301.5M
Discretionary$301.5M
Non-Disc.$0
Employees7
Clients140
DateMar 2023
Total AUM$301.5M
Discretionary$301.5M
Non-Disc.$0
Employees7
Clients140
DateJul 2022
Total AUM$323.9M
Discretionary$320.3M
Non-Disc.$3.6M
Employees7
Clients2
DateMar 2022
Total AUM$323.9M
Discretionary$320.3M
Non-Disc.$3.6M
Employees7
Clients2
DateMar 2021
Total AUM$302.8M
Discretionary$301M
Non-Disc.$1.8M
Employees5
Clients1
DateJun 2020
Total AUM$246M
Discretionary$215M
Non-Disc.$31M
Employees5
Clients0
DateMar 2020
Total AUM$246M
Discretionary$215M
Non-Disc.$31M
Employees5
Clients0
DateJul 2019
Total AUM$214M
Discretionary$207M
Non-Disc.$7M
Employees5
Clients0
DateMar 2019
Total AUM$214M
Discretionary$207M
Non-Disc.$7M
Employees5
Clients0
DateMar 2018
Total AUM$212M
Discretionary$205M
Non-Disc.$7M
Employees5
Clients0
DateMar 2017
Total AUM$182M
Discretionary$173M
Non-Disc.$9M
Employees5
Clients100
DateMar 2016
Total AUM$146M
Discretionary$139.1M
Non-Disc.$6.9M
Employees4
Clients100
DateMar 2015
Total AUM$150.2M
Discretionary$142.8M
Non-Disc.$7.4M
Employees4
Clients100
DateMar 2014
Total AUM$121.8M
Discretionary$115.2M
Non-Disc.$6.6M
Employees4
Clients26
DateDec 2013
Total AUM$104.2M
Discretionary$98.7M
Non-Disc.$5.6M
Employees4
Clients26
DateNov 2013
Total AUM$104.2M
Discretionary$98.7M
Non-Disc.$5.6M
Employees4
Clients26
DateOct 2013
Total AUM$104.2M
Discretionary$88.5M
Non-Disc.$15.7M
Employees4
Clients26
DateMar 2013
Total AUM$104.2M
Discretionary$88.5M
Non-Disc.$15.7M
Employees4
Clients26
DateApr 2012
Total AUM$93.4M
Discretionary$79.6M
Non-Disc.$13.8M
Employees1
Clients26
DateDec 2011
Total AUM$78.8M
Discretionary$71.8M
Non-Disc.$6.9M
Employees1
Clients26
DateMar 2010
Total AUM$61.4M
Discretionary$60.4M
Non-Disc.$970.5K
Employees5
Clients--
DateMar 2007
Total AUM$62.2M
Discretionary$60.1M
Non-Disc.$2M
Employees5
Clients--
DateMar 2006
Total AUM$56.2M
Discretionary$56.1M
Non-Disc.$164.9K
Employees5
Clients--
DateFeb 2005
Total AUM$50.8M
Discretionary$41.8M
Non-Disc.$9M
Employees5
Clients--
DateFeb 2005
Total AUM$50.8M
Discretionary$41.8M
Non-Disc.$9M
Employees5
Clients--
DateMar 2004
Total AUM$43M
Discretionary$0
Non-Disc.$43M
Employees5
Clients--