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Heintz Wealth Management
HEINTZ WEALTH MANAGEMENT, LLC is a state-registered investment adviser in SCOTTSDALE, AZ. The firm manages $81 million in assets, $75 million on a...
Overview
HEINTZ WEALTH MANAGEMENT, LLC is a state-registered investment adviser in SCOTTSDALE, AZ. The firm manages $81 million in assets, $75 million on a discretionary basis. It has 2 employees and 2 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Scottsdale
Corporate office
Naples, FL, United States
Frequently asked questions
Who runs investment decisions at Heintz Wealth Management?
John Heintz acts as the chief investment decision-maker. The firm does not maintain a separate investment committee or external advisory board. All portfolio construction and security selection flows through the founder's office, reflecting a centralized governance model common in single-family offices that manage a concentrated book.
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