Heyman Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$89,765,422
Total clients
62
50% high-net worth
Total advisors
3
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
21
Average account size
$1,447,829
About
Heyman Wealth Management provides discretionary portfolio management, financial planning (both project-based and ongoing), and pension consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm manages roughly $62 million across a small client base and operates as a fee-only adviser that charges asset‑based fees for managed accounts.
The firm’s investment process emphasizes modern portfolio theory and strategic asset allocation implemented through model portfolios that are mirrored to client accounts, using a mix of passive and active mutual funds and ETFs to pursue tax‑efficient, long‑term results. Portfolios are managed on a discretionary basis and tailored to client risk tolerances and restrictions, with periodic rebalancing and consideration of tax and liquidity factors.
A distinctive feature of the firm is its formal affiliation with an accounting practice: the firm’s principal maintains an active tax and accounting business and the advisory practice explicitly discloses possible cross‑referrals and conflict‑management procedures related to that relationship. The firm also notes that one advisory person maintains a separate legal practice, and both arrangements are disclosed to clients with processes in place to manage potential conflicts of interest.
Client services
Expertise
Fee options
Fixed fees for project-based financial planning typically range from $2,500 to $10,000, can be higher depending on complexity; initial fee for ongoing financial planning up to $10,000; recurring fixed fee for ongoing planning ranges $1,000 to $10,000 per year
$0 - $50,000: 2.00% $50,001 - $150,000: 1.25% $150,001 - $500,000: 1.00% $500,001 - $1,000,000: 0.80% $1,000,001 - $5,000,000: 0.65% $5,000,001+: 0.50%
$250-$500 per hour for project-based financial planning depending on staff member
Recurring fixed fee for ongoing financial planning paid quarterly in arrears, ranging from $1,000 to $10,000 per year
Account minimum: $75,000 Minimum fee: $500 per calendar quarter minimum fee for discretionary account management and pension consulting services Fee-only: Fee-only firm; no commissions or markups; compensation solely from clients
Main office location
Heyman Wealth Management, LLC
16133 Ventura Blvd., Suite #640
Encino CA 91436, United States
Number of offices
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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