HELLER WEALTH ADVISORS, LLC.
CRD #153730 SEC #801-72008 SUMMIT, NJ 973-287-5433
SEC Registered
Total AUM
$378.1M
Discretionary
$378.1M
Employees
8
Clients
1
Accounts
977
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2019 | $457.7M | $392.9M | $64.7M | 9 | 0 |
| Dec 2018 | $378.1M | $378.1M | $0 | 8 | 0 |
| Oct 2018 | $378.1M | $378.1M | $0 | 8 | 0 |
| Sep 2018 | $378.1M | $378.1M | $0 | 8 | 0 |
| Mar 2018 | $378.1M | $378.1M | $0 | 8 | 0 |
| Nov 2017 | $365.7M | $365.7M | $0 | 7 | 0 |
| Aug 2017 | $365.7M | $365.7M | $0 | 7 | 200 |
| Mar 2017 | $365.7M | $365.7M | $0 | 7 | 200 |
| Mar 2017 | $365.7M | $365.7M | $0 | 7 | 200 |
| Feb 2016 | $417M | $417M | $0 | 6 | 200 |
| Sep 2015 | $349M | $349M | $0 | 6 | 192 |
| Jan 2015 | $349M | $349M | $0 | 6 | 192 |
| Nov 2014 | $302.6M | $300.2M | $2.4M | 5 | 185 |
| Mar 2014 | $302.6M | $300.2M | $2.4M | 5 | 185 |
| Mar 2014 | $302.6M | $300.2M | $2.4M | 5 | 185 |
| Feb 2014 | $263.7M | $263.7M | $0 | 4 | 172 |
| Dec 2013 | $263.7M | $263.7M | $0 | 4 | 172 |
| Oct 2013 | $263.7M | $263.7M | $0 | 4 | 172 |
| Jun 2013 | $263.7M | $263.7M | $0 | 4 | 172 |
| Mar 2013 | $233.8M | $231.8M | $2M | 4 | 172 |
| Mar 2012 | $239.2M | $239.2M | $0 | 1 | 169 |
| Apr 2011 | $206.4M | $206.4M | $0 | 5 | -- |
| Nov 2010 | $0 | $0 | $0 | 5 | -- |
DateMar 2019
Total AUM$457.7M
Discretionary$392.9M
Non-Disc.$64.7M
Employees9
Clients0
DateDec 2018
Total AUM$378.1M
Discretionary$378.1M
Non-Disc.$0
Employees8
Clients0
DateOct 2018
Total AUM$378.1M
Discretionary$378.1M
Non-Disc.$0
Employees8
Clients0
DateSep 2018
Total AUM$378.1M
Discretionary$378.1M
Non-Disc.$0
Employees8
Clients0
DateMar 2018
Total AUM$378.1M
Discretionary$378.1M
Non-Disc.$0
Employees8
Clients0
DateNov 2017
Total AUM$365.7M
Discretionary$365.7M
Non-Disc.$0
Employees7
Clients0
DateAug 2017
Total AUM$365.7M
Discretionary$365.7M
Non-Disc.$0
Employees7
Clients200
DateMar 2017
Total AUM$365.7M
Discretionary$365.7M
Non-Disc.$0
Employees7
Clients200
DateMar 2017
Total AUM$365.7M
Discretionary$365.7M
Non-Disc.$0
Employees7
Clients200
DateFeb 2016
Total AUM$417M
Discretionary$417M
Non-Disc.$0
Employees6
Clients200
DateSep 2015
Total AUM$349M
Discretionary$349M
Non-Disc.$0
Employees6
Clients192
DateJan 2015
Total AUM$349M
Discretionary$349M
Non-Disc.$0
Employees6
Clients192
DateNov 2014
Total AUM$302.6M
Discretionary$300.2M
Non-Disc.$2.4M
Employees5
Clients185
DateMar 2014
Total AUM$302.6M
Discretionary$300.2M
Non-Disc.$2.4M
Employees5
Clients185
DateMar 2014
Total AUM$302.6M
Discretionary$300.2M
Non-Disc.$2.4M
Employees5
Clients185
DateFeb 2014
Total AUM$263.7M
Discretionary$263.7M
Non-Disc.$0
Employees4
Clients172
DateDec 2013
Total AUM$263.7M
Discretionary$263.7M
Non-Disc.$0
Employees4
Clients172
DateOct 2013
Total AUM$263.7M
Discretionary$263.7M
Non-Disc.$0
Employees4
Clients172
DateJun 2013
Total AUM$263.7M
Discretionary$263.7M
Non-Disc.$0
Employees4
Clients172
DateMar 2013
Total AUM$233.8M
Discretionary$231.8M
Non-Disc.$2M
Employees4
Clients172
DateMar 2012
Total AUM$239.2M
Discretionary$239.2M
Non-Disc.$0
Employees1
Clients169
DateApr 2011
Total AUM$206.4M
Discretionary$206.4M
Non-Disc.$0
Employees5
Clients--
DateNov 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--