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Heller Wealth Management
Heller Wealth Management was established in 1992 as a wealth manager and registered investment advisor. It operates from Melville, New York, and serves a...
Overview
Heller Wealth Management was established in 1992 as a wealth manager and registered investment advisor. It operates from Melville, New York, and serves a diversified client base that includes individuals, pension plans, trusts, and business entities. The firm delivers investment advisory services centered on financial planning and portfolio management. No specific asset-class allocations, named portfolio holdings, or geographic deployment details appear in available records. Client mandates span standard advisory relationships rather than direct co-investments or fund commitments. Team size, additional offices, and adjacent vehicles remain undisclosed. No operational events from the last 24 months are recorded. The firm functions as a conventional multi-client RIA without evident structural features such as a single-family mandate, club co-investment platform, or succession vehicle tied to a specific wealth creator.
General information
Firm type
Wealth Manager
Year founded
1992
Location
Region
North America
Country
United States
City
Melville
Corporate office
Melville, New York, United States
Frequently asked questions
Who runs investment decisions at Heller Wealth Management?
No named principals or investment committee members are disclosed in public records or the firm website.
Does Heller Wealth Management participate in fund commitments or only direct deals?
Available information describes standard advisory services without reference to fund commitments, direct deals, or co-investments.
What investment stages does Heller Wealth Management typically target?
No stage preferences or strategy details are published.
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