HEAL FINANCIAL LLC

HEAL FINANCIAL LLC is an SEC-registered investment adviser (CRD 329304). Regulatory assets under management: $20.3M.

Registration

• CRD: 329304
• Type: Registered investment adviser
• Phone: 844-432-5346
• Latest filing: 2026-03-23
• Regulatory AUM: $20.3M
• Discretionary AUM: $20.3M
• Clients: 1
• Accounts: 93

Business model

Compensation: % of AUM, Hourly.

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 329304 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search