HELLER PRIVATE WEALTH

HELLER PRIVATE WEALTH of FORT LAUDERDALE, FL is an SEC-registered investment adviser (CRD 324272). Regulatory assets under management: $95.7M.

Registration

• CRD: 324272
• Type: Registered investment adviser
• Location: 1700 EAST LAS OLAS BOULEVARD, FORT LAUDERDALE, FL, 33301
• Phone: 954-995-4761
• Latest filing: 2026-05-07
• Regulatory AUM: $95.7M
• Discretionary AUM: $95.7M
• Clients: 3
• Accounts: 184

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 324272 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search