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
Firm Details
- Organization Type
- Corporation
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 1, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HELLER, LAWRENCE, ELIOT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HELLER, LAWRENCE, ELIOT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HELLER, LAWRENCE, ELIOT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HELLER, LAWRENCE, ELIOT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HELLER, LAWRENCE, ELIOT | I | PRESIDENT | E | Control |
| HELLER, LAWRENCE, ELIOT | I | PRESIDENT | E | Control |
| HELLER, LAWRENCE, ELIOT | I | PRESIDENT | E | Control |
| HELLER, LAWRENCE, ELIOT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HELLER, LAWRENCE, ELIOT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HELLER, LAWRENCE, ELIOT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HELLER, LAWRENCE, ELIOT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HELLER, LAWRENCE, ELIOT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HELLER, LAWRENCE, ELIOT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HELLER, LAWRENCE, ELIOT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HELLER, LAWRENCE, ELIOT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HELLER, LAWRENCE, ELIOT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HELLER, LAWRENCE, ELIOT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HELLER, LAWRENCE, ELIOT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HELLER, LAWRENCE, ELIOT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HELLER, LAWRENCE, ELIOT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HELLER, LAWRENCE, ELIOT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HELLER, LAWRENCE, ELIOT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HELLER, LAWRENCE, ELIOT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HELLER, LAWRENCE, ELIOT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HELLER, LAWRENCE, ELIOT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HELLER, LAWRENCE, ELIOT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HELLER, LAWRENCE, ELIOT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HELLER, LAWRENCE, ELIOT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HELLER, LAWRENCE, ELIOT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HELLER, LAWRENCE, ELIOT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HELLER, LAWRENCE, ELIOT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HELLER, LAWRENCE, ELIOT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HELLER, LAWRENCE, ELIOT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HELLER, LAWRENCE, ELIOT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| MOSS, GREGORY, THOMAS | I | PRINCIPAL | B | |
| MOSS, GREGORY, THOMAS | I | PRINCIPAL | B | |
| MOSS, GREGORY, THOMAS | I | PRINCIPAL | B | |
| MOSS, GREGORY, THOMAS | I | PRINCIPAL | B | |
| MOSS, GREGORY, THOMAS | I | PRINCIPAL | B | |
| MOSS, GREGORY, THOMAS | I | PRINCIPAL | B | |
| MOSS, GREGORY, THOMAS | I | PRINCIPAL | B | |
| MOSS, GREGORY, THOMAS | I | PRINCIPAL | B | |
| MOSS, GREGORY, THOMAS | I | PRINCIPAL | B | |
| MOSS, GREGORY, THOMAS | I | PRINCIPAL | B | |
| MOSS, GREGORY, THOMAS | I | PRINCIPAL | A |
Registrations
Federal
IA
Jul 1, 2025 REGISTERED
Notice Filings (4)
FL NJ NY TX
Address
225 BROADHOLLOW ROADSUITE 215
MELVILLE, NY 11747
United States
Phone: 631-248-3600