Heintz Wealth Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 286160
- Website
- heintzwealth.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals82.73%
- HNWI14.02%
- Pension & Profit Sharing Plans3.24%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Heintz Wealth Management, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients with financial planning and portfolio management for individuals and small businesses. Its fee arrangements are flexible and include a percentage-of-assets model alongside hourly and fixed-fee engagements. Heintz does not identify as an active ESG investor, is not set up as a multi-state adviser, and does not act as a pension consultant or a capital allocator.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds84%
- Cash & Cash Equivalents10%
- Exchange Traded Equities5%
- Private Funds1%
Contacts
1 of 1
Edward Heintz
Founder and PresidentCRD 2893819
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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