# Heller Wealth Management

Heller Wealth Management is a RIA based in Melville, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Melville, United States
- **Region:** North America
- **Address:** Melville, New York, United States
- **Founded:** 1992
- **Assets under management:** 404 (Altss estimate)
- **Website:** hellerwealthmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/larryhellercfp

## Regulatory record

- **CRD number:** 124261
- **SEC file number:** 801-61749
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-06T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/124261

## About

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.

## 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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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/heller-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology