Updated:
Heyman Wealth Management, LLC
Heyman Wealth Management, LLC is an SEC-registered investment adviser in Encino, CA. The firm manages approximately $90 million in regulatory assets.
Heyman Wealth Management, LLC
Heyman Wealth Management, LLC is an SEC-registered investment adviser in Encino, CA. The firm manages approximately $90 million in regulatory assets. It has 2 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
—
City
—
Corporate office
—
Frequently asked questions
Is Heyman Wealth Management a single family office or a multi-family office?
Heyman Wealth Management, LLC is structured as a multi-family office, registered as an RIA, serving multiple families rather than a single wealth source.
What services does Heyman Wealth Management provide?
The firm provides investment management, financial planning, and family office services. Its client base consists of high-net-worth families.
What is known about the wealth origin of Heyman Wealth Management?
The wealth origin underlying the firm is not publicly disclosed. The firm's founding principals and their backgrounds are not available in public records.
Does Heyman Wealth Management publicly disclose its AUM?
No, the firm does not publicly disclose its AUM. As an RIA, it may file ADV forms with the SEC, but aggregate AUM is not published in available sources.
What investment approach does Heyman Wealth Management typically follow?
The firm's investment approach is not publicly detailed. As a multi-family office, it likely employs a diversified strategy across equities, fixed income, and alternatives, but specifics are not available.
Where is Heyman Wealth Management headquartered?
The firm's headquarters location is not available in public records. Its region is North America.
How is Heyman Wealth Management regulated?
The firm is a registered investment advisor (RIA), subject to fiduciary standards and SEC or state regulatory oversight, which distinguishes it from unregistered family offices.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: