HEISTEN FINANCIAL, LLC
CRD #315647 SEC #801-122026 ANCHORAGE, AK 907-222-6270
SEC Registered
Total AUM
$168.7M
Discretionary
$168.7M
Employees
4
Clients
1
Accounts
490
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $168.7M | $168.7M | $0 | 4 | 0 |
| Sep 2025 | $168.7M | $168.7M | $0 | 4 | 0 |
| Jan 2025 | $168.7M | $168.7M | $0 | 4 | 0 |
| Feb 2024 | $124.1M | $114.9M | $9.2M | 3 | 0 |
| Nov 2023 | $95.6M | $85.4M | $10.2M | 2 | 0 |
| Jan 2023 | $95.6M | $85.4M | $10.2M | 2 | 0 |
| Mar 2022 | $114.5M | $104.3M | $10.3M | 3 | 0 |
| Dec 2021 | $104.3M | $104.3M | $0 | 3 | 0 |
| Aug 2021 | $0 | $0 | $0 | 3 | 0 |
| Jul 2021 | $0 | $0 | $0 | 3 | 0 |
DateOct 2025
Total AUM$168.7M
Discretionary$168.7M
Non-Disc.$0
Employees4
Clients0
DateSep 2025
Total AUM$168.7M
Discretionary$168.7M
Non-Disc.$0
Employees4
Clients0
DateJan 2025
Total AUM$168.7M
Discretionary$168.7M
Non-Disc.$0
Employees4
Clients0
DateFeb 2024
Total AUM$124.1M
Discretionary$114.9M
Non-Disc.$9.2M
Employees3
Clients0
DateNov 2023
Total AUM$95.6M
Discretionary$85.4M
Non-Disc.$10.2M
Employees2
Clients0
DateJan 2023
Total AUM$95.6M
Discretionary$85.4M
Non-Disc.$10.2M
Employees2
Clients0
DateMar 2022
Total AUM$114.5M
Discretionary$104.3M
Non-Disc.$10.3M
Employees3
Clients0
DateDec 2021
Total AUM$104.3M
Discretionary$104.3M
Non-Disc.$0
Employees3
Clients0
DateAug 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJul 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0