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HEYMAN WEALTH MANAGEMENT, LLC
CRD 154971
16133 VENTURA BLVD., SUITE #640, ENCINO, CA, 91436, United States
Phone
310-773-9496
Fax
213-867-6260
Registration
— (—)
Source
State registered
Total AUM
$89.8M
Discretionary AUM
$89.8M
Team
2 total employees; 2 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 31 | $15.2M |
| High net worth individuals | 31 | $67.8M |
| Pension/profit sharing plans | 7 | $4.5M |
| Corporations/business entities | 9 | $2.3M |
All web addresses on file
Official SEC filing: View on IAPD