# Heller Private Wealth

> Heller Private Wealth is a state-registered investment advisory firm in Fort Lauderdale, FL, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 7, 2026.

- CRD: 324272
- Filed as: HELLER PRIVATE WEALTH
- Legal name: Heller Private Wealth LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Fort Lauderdale, FL
- Filing period: October 2026
- Form ADV filing dated: May 7, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/324272
- AdvisorCensus page: https://advisorcensus.com/firm/heller-private-wealth-fort-lauderdale-fl-324272

## Quick answers

**How is Heller Private Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Heller Private Wealth reports these compensation arrangements: a percentage of assets under its management.

**Where is Heller Private Wealth located?**
Heller Private Wealth's principal office is in Fort Lauderdale, FL, according to its Form ADV.

**Is Heller Private Wealth registered with the SEC or a state?**
Heller Private Wealth is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 324272.

**How much does Heller Private Wealth manage?**
Heller Private Wealth reports $95,715,103 in regulatory assets under management in its Form ADV filing dated May 7, 2026 (100% discretionary).

**What types of clients does Heller Private Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (24); high net worth individuals (13); corporations or other businesses not listed above (5).

**Does Heller Private Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/324272

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $95,715,103
- Discretionary: $95,715,103
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 24 | $9,216,565 |
| High net worth individuals | 13 | $70,353,315 |
| 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 | 5 | $16,145,223 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 2023 (3 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- hellerprivatewealth.com
- Instagram @hellerprivatewealth
- LinkedIn @heller-private-wealth

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Heller Private Wealth (CRD 324272): Form ADV filing data as of October 2026.