Heller Private Wealth

Heller Private Wealth is a North American asset manager serving high-net-worth families, with limited public disclosures on scale or operations.

Heller Private Wealth

HELLER PRIVATE WEALTH is an SEC-registered investment adviser in FORT LAUDERDALE, FL. The firm manages approximately $96 million in regulatory assets. It has 3 employees and 3 investment advisers.

linkedin.com/company/heller-private-wealth

General information

Firm type

Asset Manager

Year founded

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AUM

Undisclosed

Location

Region

North America

Country

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City

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Corporate office

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Who runs Heller Private Wealth?

No named principals or senior executives for Heller Private Wealth are publicly listed in any available sources. The firm's leadership structure remains undisclosed.

What investment strategies does Heller Private Wealth use?

The firm likely manages client assets across a range of asset classes including public equities, fixed income, and alternative investments, common among firms of its type. Specific strategy details are not publicly documented.

Is Heller Private Wealth a single-family office or multi-family office?

Public records do not specify the firm's structure. The name suggests a family connection, but it is not confirmed as a single-family office. It may operate as an RIA or multi-family office.

What is the minimum asset threshold to work with Heller Private Wealth?

Heller Private Wealth has not publicly disclosed any minimum account size or client accreditation requirements.

Where is Heller Private Wealth headquartered?

The firm's headquarters location is not available in public records. Its geographic operating area appears to be North America.

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