# Heirmont Wealth Management

> Heirmont Wealth Management is an SEC-registered investment advisory firm in Uniondale, NY, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 10, 2026.

- CRD: 344021
- Filed as: HEIRMONT WEALTH MANAGEMENT
- Legal name: STRLTB CA LLC
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: Uniondale, NY
- Filing period: October 2026
- Form ADV filing dated: August 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/344021
- AdvisorCensus page: https://advisorcensus.com/firm/heirmont-wealth-management-uniondale-ny-344021

## Quick answers

**How is Heirmont Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Heirmont Wealth Management reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Heirmont Wealth Management located?**
Heirmont Wealth Management's principal office is in Uniondale, NY, according to its Form ADV.

**Is Heirmont Wealth Management registered with the SEC or a state?**
Heirmont Wealth Management is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 344021.

**How much does Heirmont Wealth Management manage?**
Heirmont Wealth Management reports $0 in regulatory assets under management in its Form ADV filing dated August 10, 2026.

**Does Heirmont Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/344021

**What changed in Heirmont Wealth Management's recent Form ADV filings?**
In the October 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- heirmontwealth.com

## Changes in the filing (last 12 months)

### October 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Heirmont Wealth Management (CRD 344021): Form ADV filing data as of October 2026.