# HELLER WEALTH ADVISORS, LLC.

HELLER WEALTH ADVISORS, LLC. of SUMMIT, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 153730
- Type: SEC-registered investment adviser
- SEC file number: 801-72008
- Location: 47 MAPLE STREET, SUITE 306, SUMMIT, NJ, 07901
- Phone: 973-287-5433
- Latest filing: 2019-03-27
- Regulatory AUM: $457.7M
- Discretionary AUM: $392.9M
- Non-discretionary AUM: $64.7M
- Clients: 9
- Accounts: 1,220

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| HERTLING DONALD JOHN | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/ PRESIDENT | — |
| HELLER JORDAN | CEO; PRESIDENT | — |
| DROWN SCOTT JOSEPH | OPERATIONS MANAGER; PORTFOLIO MANAGER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/153730/brochure
- Similar advisers: https://search.stillhousedata.com/firm/153730/similar
- Related entities: https://search.stillhousedata.com/firm/153730/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/153730

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.