JW Hecht Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$6,130,104
Clients
19
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
19
LowAverage account size
$322,637
About
The firm provides discretionary and non-discretionary portfolio management and general consulting services focused on investment and retirement planning for individual clients. It manages roughly $6.13 million across 19 client accounts and tailors advice and asset allocations to each client’s stated goals and risk tolerance.
Its investment approach uses a mix of equities, exchange‑traded funds, mutual funds, U.S. government and corporate debt, and covered options, alongside fundamental and technical analysis and occasional short‑term trading. Portfolios are monitored on a continuous basis with periodic rebalancing, and the firm also offers limited‑scope financial planning and rollover guidance.
Distinctive for a firm of this size, the adviser uses options and other derivative instruments (including leveraged and inverse products) in managed accounts, a strategy that is uncommon among independent peers and can add complexity and volatility. The firm’s principal additionally operates an affiliated CPA practice and may recommend those accounting and tax services to advisory clients, a relationship disclosed in the brochure that clients should weigh for potential conflicts of interest.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Fee options
$0 - $100,000: 2.00% $100,001 - $500,000: 1.50% $500,001 - $1,000,000: 1.00% $1,000,000+: Negotiable
Account minimum: $100,000
Main office location
JW Hecht Wealth Management LLC
3111 N. Central Ave A206
Phoenix AZ 85012, United States
Number of offices
1
Most active in
JW Hecht Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Arizona
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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
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