# L. Jane Heist Wealth Management, Inc.

> L. Jane Heist Wealth Management, Inc. is a state-registered investment advisory firm, registered since 2010, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 20, 2022.

- CRD: 152785
- Filed as: L. JANE HEIST WEALTH MANAGEMENT, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Arizona
- Filing period: October 2026
- Form ADV filing dated: September 20, 2022
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/152785
- AdvisorCensus page: https://advisorcensus.com/firm/l-jane-heist-wealth-management-inc-152785

## Quick answers

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

**Is L. Jane Heist Wealth Management, Inc. registered with the SEC or a state?**
L. Jane Heist Wealth Management, Inc. is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 152785.

**How much does L. Jane Heist Wealth Management, Inc. manage?**
L. Jane Heist Wealth Management, Inc. reports $16,837,193 in regulatory assets under management in its Form ADV filing dated September 20, 2022 (100% discretionary).

**What types of clients does L. Jane Heist Wealth Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (21); high net worth individuals (3).

**Does L. Jane Heist Wealth Management, Inc. 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/152785

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $16,837,193
- Discretionary: $16,837,193
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 21 | $6,203,571 |
| High net worth individuals | 3 | $10,633,622 |

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

### Firm details
- Registered since: 2010 (16 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. L. Jane Heist Wealth Management, Inc. (CRD 152785): Form ADV filing data as of October 2026.