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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New Jersey
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 12, 2018
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DROWN, SCOTT, JOSEPH | I | PORTFOLIO MANAGER | NA | Control |
| DROWN, SCOTT, JOSEPH | I | PORTFOLIO MANAGER | NA | Control |
| DROWN, SCOTT, JOSEPH | I | PORTFOLIO MANAGER | NA | Control |
| HERTLING, DONALD, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HERTLING, DONALD, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HERTLING, DONALD, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HELLER, JORDAN | I | PRESIDENT | E | Control |
| HELLER, JORDAN | I | PRESIDENT | E | Control |
| HELLER, JORDAN | I | PRESIDENT | E | Control |
| HELLER, JORDAN | I | PRESIDENT | E | Control |
| HELLER, JORDAN | I | PRESIDENT | E | Control |
| HELLER, JORDAN | I | PRESIDENT | E | Control |
| HELLER, JORDAN | I | PRESIDENT | E | Control |
| HELLER, JORDAN | I | PRESIDENT | E | Control |
| HELLER, JORDAN | I | PRESIDENT | E | Control |
| HELLER, JORDAN | I | PRESIDENT | E | Control |
| HELLER, JORDAN | I | PRESIDENT | E | Control |
| HELLER, JORDAN | I | PRESIDENT | E | Control |
| HELLER, JORDAN | I | PRESIDENT | E | Control |
| HELLER, JORDAN | I | PRESIDENT | E | Control |
| HELLER, JORDAN | I | PRESIDENT | E | Control |
| HELLER, JORDAN | I | CEO | E | Control |
| HELLER, JORDAN | I | PRESIDENT | E | Control |
| HELLER, JORDAN | I | CEO | E | Control |
| HELLER, JORDAN | I | CEO | E | Control |
| HELLER, JORDAN | I | CEO | E | Control |
| HELLER, JORDAN | I | CEO | E | Control |
| HELLER, JORDAN | I | CEO | E | Control |
| HELLER, JORDAN | I | CEO | E | Control |
| HELLER, JORDAN | I | CEO | E | Control |
| HELLER, JORDAN | I | CEO | E | Control |
| DROWN, SCOTT, JOSEPH | I | PORTFOLIO MANAGER | A | Control |
| DROWN, SCOTT, JOSEPH | I | PORTFOLIO MANAGER | A | Control |
| DROWN, SCOTT, JOSEPH | I | PORTFOLIO MANAGER | A | Control |
| DROWN, SCOTT, JOSEPH | I | PORTFOLIO MANAGER | A | Control |
| DROWN, SCOTT, JOSEPH | I | PORTFOLIO MANAGER | A | Control |
| DROWN, SCOTT, JOSEPH | I | PORTFOLIO MANAGER | A | Control |
| DROWN, SCOTT, JOSEPH | I | PORTFOLIO MANAGER | A | Control |
| DROWN, SCOTT, JOSEPH | I | PORTFOLIO MANAGER | A | Control |
| DROWN, SCOTT, JOSEPH | I | PORTFOLIO MANAGER | A | Control |
| DROWN, SCOTT, JOSEPH | I | PORTFOLIO MANAGER | A | Control |
| DROWN, SCOTT, JOSEPH | I | PORTFOLIO MANAGER | A | Control |
| DROWN, SCOTT, JOSEPH | I | PORTFOLIO MANAGER | A | Control |
| DROWN, SCOTT, JOSEPH | I | PORTFOLIO MANAGER | A | Control |
| DROWN, SCOTT, JOSEPH | I | PORTFOLIO MANAGER | A | Control |
| DROWN, SCOTT, JOSEPH | I | PORTFOLIO MANAGER | A | Control |
| DROWN, SCOTT, JOSEPH | I | PORTFOLIO MANAGER | A | Control |
| DROWN, SCOTT, JOSEPH | I | OPERATIONS MANAGER | A | Control |
| DROWN, SCOTT, JOSEPH | I | OPERATIONS MANAGER | A | Control |
| DROWN, SCOTT, JOSEPH | I | PORTFOLIO MANAGER | A | Control |
| DROWN, SCOTT, JOSEPH | I | OPERATIONS MANAGER | A | Control |
| DROWN, SCOTT, JOSEPH | I | OPERATIONS MANAGER | A | Control |
| DROWN, SCOTT, JOSEPH | I | OPERATIONS MANAGER | A | Control |
| HERTLING, DONALD, JOHN | I | CHIEF COMPLIANCE OFFICER | A | Control |
| HERTLING, DONALD, JOHN | I | CHIEF COMPLIANCE OFFICER | A | Control |
| HERTLING, DONALD, JOHN | I | CHIEF COMPLIANCE OFFICER | A | Control |
| HERTLING, DONALD, JOHN | I | CHIEF COMPLIANCE OFFICER | A | Control |
| HERTLING, DONALD, JOHN | I | CHIEF COMPLIANCE OFFICER | A | Control |
| HERTLING, DONALD, JOHN | I | CHIEF COMPLIANCE OFFICER | A | Control |
| HERTLING, DONALD, JOHN | I | CHIEF COMPLIANCE OFFICER | A | Control |
| HERTLING, DONALD, JOHN | I | CHIEF COMPLIANCE OFFICER | A | Control |
| HERTLING, DONALD, JOHN | I | CHIEF COMPLIANCE OFFICER | A | Control |
| HERTLING, DONALD, JOHN | I | CHIEF COMPLIANCE OFFICER | A | Control |
| HERTLING, DONALD, JOHN | I | CHIEF COMPLIANCE OFFICER | A | Control |
| HERTLING, DONALD, JOHN | I | CHIEF COMPLIANCE OFFICER | A | Control |
| HERTLING, DONALD, JOHN | I | CHIEF COMPLIANCE OFFICER/ PRESIDENT | A | Control |
| HERTLING, DONALD, JOHN | I | CHIEF COMPLIANCE OFFICER | A | Control |
| HERTLING, DONALD, JOHN | I | CHIEF COMPLIANCE OFFICER/ PRESIDENT | A | Control |
| HERTLING, DONALD, JOHN | I | CHIEF COMPLIANCE OFFICER/ PRESIDENT | A | Control |
| HERTLING, DONALD, JOHN | I | CHIEF COMPLIANCE OFFICER/ PRESIDENT | A | Control |
| HERTLING, DONALD, JOHN | I | CHIEF COMPLIANCE OFFICER/ PRESIDENT | A | Control |
| HERTLING, DONALD, JOHN | I | CHIEF COMPLIANCE OFFICER/ PRESIDENT | A | Control |
| HERTLING, DONALD, JOHN | I | CHIEF COMPLIANCE OFFICER/ PRESIDENT | A | Control |
| HERTLING, DONALD, JOHN | I | CHIEF COMPLIANCE OFFICER/ PRESIDENT | A | Control |
| HERTLING, DONALD, JOHN | I | CHIEF COMPLIANCE OFFICER/ PRESIDENT | A | Control |
| NEW LEGACY GROUP, LLC | DE | MEMBER | A | |
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| NEW LEGACY GROUP, LLC | DE | MEMBER | A | |
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| NEW LEGACY GROUP, LLC | DE | MEMBER | A | |
| NEW LEGACY GROUP, LLC | DE | MEMBER | A | |
| NEW LEGACY GROUP, LLC | DE | MEMBER | A | |
| NEW LEGACY GROUP, LLC | DE | MEMBER | A | |
| NEW LEGACY GROUP, LLC | DE | MEMBER | A | |
| NEW LEGACY GROUP, LLC | DE | MEMBER | A | |
| NEW LEGACY GROUP, LLC | DE | MEMBER | A | |
| NEW LEGACY GROUP, LLC | DE | MEMBER | A | |
| NEW LEGACY GROUP, LLC | DE | MEMBER | A | |
| NEW LEGACY GROUP, LLC | DE | MEMBER | A | |
| NEW LEGACY GROUP, LLC | DE | MEMBER | A |
Registrations
Federal
IA
Dec 12, 2018 REGISTERED
Notice Filings (7)
CA FL NJ NY PA TX VT
Address
47 MAPLE STREETSUITE 306
SUMMIT, NJ 07901
United States
Phone: 973-287-5433