# Heller Private Wealth

Heller Private Wealth is an Asset Manager based in Fort Lauderdale, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Fort Lauderdale, United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** https://hellerprivatewealth.com
- **LinkedIn:** https://www.linkedin.com/company/heller-private-wealth

## Regulatory record

- **CRD number:** 324272
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/324272

## About

Heller Private Wealth is an independent, registered investment advisory firm located in Fort Lauderdale, Florida. The firm combines institutional quality investments with white glove service to create a boutique experience for clients. It was founded on exceptional client service, objective investment advice, comprehensive financial planning, honesty and transparency. As fiduciaries with no proprietary investments, they work in an open architecture free from corporate influence.

## People

- Justin R. Heller — Founder & President
- Eric Winn — Financial Advisor

## Questions

### 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 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.

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Last updated: 2026-08-11T15:06:57.816Z

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