HEFTY WEALTH PARTNERS, INC.
Legal name: HEFTY WEALTH PARTNERS
CRD #153880 SEC #801-71660 AUBURN, IN 260-927-1830
SEC Registered
Total AUM
$194.7M
Discretionary
$194.7M
Employees
11
Clients
101
Accounts
1,014
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2018 | $207.8M | $207.8M | $0 | 12 | 1 |
| Dec 2017 | $194.7M | $194.7M | $0 | 11 | 25 |
| Nov 2017 | $194.7M | $194.7M | $0 | 11 | 25 |
| Sep 2017 | $194.7M | $194.7M | $0 | 11 | 500 |
| May 2017 | $173.8M | $173.8M | $0 | 11 | 500 |
| Apr 2017 | $173.8M | $173.8M | $0 | 11 | 500 |
| Feb 2017 | $173.8M | $173.8M | $0 | 11 | 500 |
| Jan 2017 | $173.8M | $173.8M | $0 | 11 | 500 |
| Jul 2016 | $147.1M | $147.1M | $0 | 11 | 400 |
| Mar 2016 | $147.1M | $147.1M | $0 | 11 | 400 |
| May 2015 | $164.6M | $164.6M | $0 | 12 | 400 |
| May 2015 | $164.6M | $164.6M | $0 | 12 | 400 |
| Feb 2015 | $164.6M | $164.6M | $0 | 12 | 400 |
| Mar 2014 | $141.2M | $141.2M | $0 | 12 | 400 |
| Dec 2013 | $120.7M | $120.7M | $0 | 10 | 500 |
| Sep 2013 | $120.7M | $120.7M | $0 | 10 | 500 |
| May 2013 | $120.7M | $120.7M | $0 | 10 | 500 |
| Mar 2013 | $120.7M | $120.7M | $0 | 10 | 500 |
| Nov 2012 | $126M | $126M | $0 | 12 | 500 |
| Mar 2012 | $126M | $126M | $0 | 6 | 500 |
| Nov 2011 | $107M | $107M | $0 | 10 | -- |
| May 2011 | $107M | $107M | $0 | 10 | -- |
| Mar 2011 | $107M | $107M | $0 | 10 | -- |
| Oct 2010 | $72.7M | $72.7M | $0 | 10 | -- |
| Aug 2010 | $0 | $0 | $0 | 10 | -- |
| Jul 2010 | $0 | $0 | $0 | 10 | -- |
| Jun 2010 | $0 | $0 | $0 | 10 | -- |
DateFeb 2018
Total AUM$207.8M
Discretionary$207.8M
Non-Disc.$0
Employees12
Clients1
DateDec 2017
Total AUM$194.7M
Discretionary$194.7M
Non-Disc.$0
Employees11
Clients25
DateNov 2017
Total AUM$194.7M
Discretionary$194.7M
Non-Disc.$0
Employees11
Clients25
DateSep 2017
Total AUM$194.7M
Discretionary$194.7M
Non-Disc.$0
Employees11
Clients500
DateMay 2017
Total AUM$173.8M
Discretionary$173.8M
Non-Disc.$0
Employees11
Clients500
DateApr 2017
Total AUM$173.8M
Discretionary$173.8M
Non-Disc.$0
Employees11
Clients500
DateFeb 2017
Total AUM$173.8M
Discretionary$173.8M
Non-Disc.$0
Employees11
Clients500
DateJan 2017
Total AUM$173.8M
Discretionary$173.8M
Non-Disc.$0
Employees11
Clients500
DateJul 2016
Total AUM$147.1M
Discretionary$147.1M
Non-Disc.$0
Employees11
Clients400
DateMar 2016
Total AUM$147.1M
Discretionary$147.1M
Non-Disc.$0
Employees11
Clients400
DateMay 2015
Total AUM$164.6M
Discretionary$164.6M
Non-Disc.$0
Employees12
Clients400
DateMay 2015
Total AUM$164.6M
Discretionary$164.6M
Non-Disc.$0
Employees12
Clients400
DateFeb 2015
Total AUM$164.6M
Discretionary$164.6M
Non-Disc.$0
Employees12
Clients400
DateMar 2014
Total AUM$141.2M
Discretionary$141.2M
Non-Disc.$0
Employees12
Clients400
DateDec 2013
Total AUM$120.7M
Discretionary$120.7M
Non-Disc.$0
Employees10
Clients500
DateSep 2013
Total AUM$120.7M
Discretionary$120.7M
Non-Disc.$0
Employees10
Clients500
DateMay 2013
Total AUM$120.7M
Discretionary$120.7M
Non-Disc.$0
Employees10
Clients500
DateMar 2013
Total AUM$120.7M
Discretionary$120.7M
Non-Disc.$0
Employees10
Clients500
DateNov 2012
Total AUM$126M
Discretionary$126M
Non-Disc.$0
Employees12
Clients500
DateMar 2012
Total AUM$126M
Discretionary$126M
Non-Disc.$0
Employees6
Clients500
DateNov 2011
Total AUM$107M
Discretionary$107M
Non-Disc.$0
Employees10
Clients--
DateMay 2011
Total AUM$107M
Discretionary$107M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$107M
Discretionary$107M
Non-Disc.$0
Employees10
Clients--
DateOct 2010
Total AUM$72.7M
Discretionary$72.7M
Non-Disc.$0
Employees10
Clients--
DateAug 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateJul 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateJun 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--