HEINTZ WEALTH MANAGEMENT, LLC

HEINTZ WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 286160). Regulatory assets under management: $80.8M.

Registration

• CRD: 286160
• Type: Registered investment adviser
• Phone: 602-505-7726
• Latest filing: 2026-02-06
• Regulatory AUM: $80.8M
• Discretionary AUM: $75.5M
• Non-discretionary AUM: $5.3M
• Clients: 2
• Accounts: 217

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 286160 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search