# Heyman Wealth Management, LLC

> Heyman Wealth Management, LLC is a state-registered investment advisory firm in Encino, CA, registered since 2010, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 10, 2026.

- CRD: 154971
- Filed as: HEYMAN WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Encino, CA
- Filing period: October 2026
- Form ADV filing dated: September 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/154971
- AdvisorCensus page: https://advisorcensus.com/firm/heyman-wealth-management-llc-encino-ca-154971

## Quick answers

**How is Heyman Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Heyman Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Heyman Wealth Management, LLC located?**
Heyman Wealth Management, LLC's principal office is in Encino, CA, according to its Form ADV.

**Is Heyman Wealth Management, LLC registered with the SEC or a state?**
Heyman Wealth Management, LLC is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 154971.

**How much does Heyman Wealth Management, LLC manage?**
Heyman Wealth Management, LLC reports $115,408,358 in regulatory assets under management in its Form ADV filing dated September 10, 2026 (100% discretionary).

**What types of clients does Heyman Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (49); high net worth individuals (37); corporations or other businesses not listed above (10).

**Does Heyman Wealth Management, LLC 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/154971

**What changed in Heyman Wealth Management, LLC's recent Form ADV filings?**
In the October 2026 filing data: Regulatory assets under management went from $89,765,422 to $115,408,358 (+29%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $115,408,358
- Discretionary: $115,408,358
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 49 | $22,305,573 |
| High net worth individuals | 37 | $89,583,085 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $1,096,778 |
| Corporations or other businesses not listed above | 10 | $2,422,922 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2010 (15 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- heymanwealth.com
- main.yhlsoft.com/AUTH/USERS/WEBPORTAL/HEYMANWEALTH
- LinkedIn @HEYMANWEALTH
- X @DANIELHEYMAN

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $89,765,422 to $115,408,358 (+29%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Heyman Wealth Management, LLC (CRD 154971): Form ADV filing data as of October 2026.