Heyman Wealth Management
Financial Services • 
16133 Ventura Blvd, #640, United States • 1-10 Employees
Company overview
| Headquarters | 16133 Ventura Blvd, #640, Encino, California 91436, US |
| Phone number | +13107739496 |
| Website | |
| NAICS | 52 |
| SIC | 736 |
| Keywords | Risk Management, Tax Planning, RIA, Financial Advisory, Registered Investment Advisor, Wealth Management, Financial Analysis, Retirement Planning, Fiduciary, Financial Planning, Investment Advisory, Estate Planning, Tax Preparation, Investment Management, Legacy Planning, Tax Management, Fee-Only, Evidence-Based Investing, Charitable Intent, California Families |
| Founded | 2010 |
| Employees | 1-10 |
| Socials |
Key Contact at Heyman Wealth Management
Daniel Heyman
Owner & President
Heyman Wealth Management Email Formats
Heyman Wealth Management uses 1 email format. The most common is {first initial} (e.g., j@heymanwealth.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@heymanwealth.com | 100% |
About Heyman Wealth Management
At Heyman Wealth Management, LLC, we’ll help you Find Financial Focus.™ Daniel Heyman, CFA, CPA/PFS, founded Heyman Wealth Management in 2010 as a fee-only Registered Investment Advisor firm serving California clients. Our firm’s roots date back to 1949, when Daniel’s grandfather and WWII veteran Herbert founded a successful Los Angeles CPA firm. He passed the firm on to Daniel’s father Edward in the mid-1980s. Daniel, a third-generation CPA, joined the family practice in 2004, and augmented it with complete wealth management services in 2010. At Heyman Wealth Management, we offer flexible levels of engagement to match our clients’ requirements: (1) Total Wealth Management™ is our full-service approach to addressing every facet of a family’s financial life, including financial planning, investment management and advanced planning needs. (2) Wealth Essentials™ combines today’s technologies with targeted guidance, to help investors take control and grow their own nest egg, while benefiting from the principles of evidence-based portfolio construction and essential financial planning. For nearly a half-century, the Heyman family has been serving generations of clients through whatever life has thrown their way, with informed, caring and objective advice. This is our legacy. Now let’s plan yours. Learn more at www.heymanwealth.com
Heyman Wealth Management revenue & valuation
| Annual revenue | $4,100,000 |
| Revenue per employee | $2,050,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $13,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Heyman Wealth Management has never raised funding before.
Heyman Wealth Management Tech Stack
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Frequently asked questions
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