JAMES HEAVEY WEALTH ADVISORS, LLC

JAMES HEAVEY WEALTH ADVISORS, LLC is an SEC-registered investment adviser (CRD 287645). Regulatory assets under management: $17.0M.

Registration

• CRD: 287645
• Type: Registered investment adviser
• Phone: 207-593-3280
• Latest filing: 2026-03-16
• Regulatory AUM: $17.0M
• Discretionary AUM: $17.0M
• Clients: 1
• Accounts: 103

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 287645 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search