Fee-only adviser · Fort Lauderdale, FL
Heller Private Wealth
Heller Private Wealth is a fee-only investment adviser registered with the securities regulator of Florida, with its main office in Fort Lauderdale, Florida. On its latest Form ADV, filed May 7, 2026, it reports $96M in regulatory assets under management, 37 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Florida |
|---|---|
| Firm CRD number | 324272 |
| Office | 1700 East Las Olas Boulevard Suite 207 Fort Lauderdale, FL 33301 |
| Phone | (954) 995-4761 |
| Website | www.hellerprivatewealth.com |
| Regulatory assets under management | $96M |
| Individual clients | 24 non-high-net-worth, 13 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | May 7, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Fort Lauderdale
- Palisades Hudson Asset Management, L.P. $1.8B
- Wiggin Financial Services $9.5M
- Dumont Wealth $14M
- Financial Planning Services, Inc. $20M
- Wolfson Private Wealth, LLC $2.7M
- Roschman Capital Advisors, LLC $1.4M
See all 17 fee-only advisers in Fort Lauderdale →
Nearby
- Hollywood 3 firms
- Pompano Beach 2 firms
- Plantation 8 firms
- Hallandale Beach 3 firms
- Cooper City 1 firm
- Lighthouse Point 1 firm
- Aventura 13 firms
- Sunrise 1 firm
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Heller Private Wealth? Update this listing.