Heller Wealth Management
Financial Services • 
Melville, New York, United States • 1-10 Employees
Company overview
| Headquarters | 225 Broadhollow Rd, Suite 215, Melville, New York 11747, US |
| Phone number | +16312932806 |
| Website | |
| NAICS | 52 |
| SIC | 874 |
| Keywords | Investments, Financial Advisory, Financial Services, Wealth Management, Asset Allocation, Asset Management, Holistic Financial Planning, Retirement Planning, Fiduciary, Portfolio Management, Financial Planning, Investment Advisory, Investment Management, Retirement Income Strategies, Family Wealth Management, 401Ks, Certified Financial Planner, Company 401(K) Plans, Fiduciary Financial Planning |
| Founded | 1992 |
| Employees | 1-10 |
| Socials |
Key Contact at Heller Wealth Management
Larry Heller
Founder & President
Heller Wealth Management Email Formats
Heller Wealth Management uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@hellerwealthmanagement.com), used 85.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@hellerwealthmanagement.com | 85.7% |
{first name}{last name} | johndoe@hellerwealthmanagement.com | 14.3% |
About Heller Wealth Management
Larry Heller, CFP®, CPA, is the president of Heller Wealth Management ("HWM") which he founded in 1992. Heller Wealth Management was formerly known as Larry Heller & Associates. At Heller Wealth Management, we provide strategic investment advice and personalized financial planning to allow our clients to live their lives with confidence and freedom. We are an independent, fee-based financial planning and investment advisory firm helping individuals, families and business owners enhance the quality of their lives through complete financial advice. We want to be your trusted advisor, not only where your investments are concerned, but in coordinating your financial life. That’s why we take the time, upfront and ongoing, to get to know the details of your unique circumstances, goals and objectives. We want to help you make smart decisions toward your secure financial future. As a fully independent advisor, we can avoid the conflicts of interest that are inherent to serving the agenda of a third-party entity. As a Registered Investment Advisor, we are fully committed and legally obligated to a direct, fiduciary relationship with you. This means we are required to always act in your best financial interest, exclusively for your benefit. You pay us for our advice via reasonable and transparent advisor fees, with no hidden incentives to sell particular products or make unnecessary trades. Finally, we care deeply about helping you achieve financial confidence via our high-touch level of client service. Learn more at https://hellerwealthmanagement.com/
Heller Wealth Management revenue & valuation
| Annual revenue | $513,330 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Heller Wealth Management has 4 employees across 3 departments.
Departments
Number of employees
Funding Data
Heller Wealth Management has never raised funding before.
Heller Wealth Management Tech Stack
Discover the technologies and tools that power Heller Wealth Management's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
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