# HEFTY WEALTH PARTNERS, INC.

HEFTY WEALTH PARTNERS, INC. of AUBURN, IN is an SEC-registered investment adviser.

## Registration

- CRD: 153880
- Type: SEC-registered investment adviser
- SEC file number: 801-71660
- Location: 112 EAST 7TH STREET, AUBURN, IN, 46706
- Phone: 260-927-1830
- Latest filing: 2018-02-27
- Regulatory AUM: $207.8M
- Discretionary AUM: $207.8M
- Clients: 12
- Accounts: 1,120

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| HEFTY STACY ELAINE | PRESIDENT, VICE PRESIDENT, TREASURER, AND SECRETARY | — |
| HEFTY DAVID WAYNE | CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | — |
| LOCKWOOD DOUGLAS EDWARD | BRANCH PRESIDENT; CHIEF INVESTMENT OFFICER | — |
| ABUAF DAVID NATHAN | CHIEF INVESTMENT OFFICER | — |
| LOCKWOOD ANGELA MARIE | CHIEF OPERATIONS OFFICER | — |
| BYZYKA EDISON | CHIEF INVESTMENT OFFICER | — |
| MARTINEZ CHRISTINA ANN | CHIEF COMPLIANCE OFFICER | — |
| MARTINEZ CHRISTINA A | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/153880/brochure
- Similar advisers: https://search.stillhousedata.com/firm/153880/similar
- Related entities: https://search.stillhousedata.com/firm/153880/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/153880

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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.