FormDSignal
68

Heyman Wealth Management, LLC registers with the SEC (Encino, CA)

New SEC-registered adviser · CRD 154971 · 801-137494 · effective 2026-10-14

Effective 2026-10-14. 2 employees (2 advisory), $115M regulatory AUM across 241 accounts. Notice-filed in CA, NY. Limited Liability Company (CA).

Contact (from the filing)

The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.

Who this is for

  • Compliance consulting
  • RIA software (CRM, portfolio, billing)
  • Archiving & surveillance
  • Cybersecurity / managed IT
  • E&O insurance