L. JANE HEIST WEALTH MANAGEMENT, INC.

L. JANE HEIST WEALTH MANAGEMENT, INC. is an SEC-registered investment adviser (CRD 152785). Regulatory assets under management: $16.8M.

Registration

• CRD: 152785
• Type: Registered investment adviser
• Phone: 480-756-1040
• Latest filing: 2022-09-20
• Regulatory AUM: $16.8M
• Discretionary AUM: $16.8M
• Clients: 1
• Accounts: 39

Business model

Compensation: % of AUM.

Clients served: High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 152785 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search