HELLER WEALTH ADVISORS, LLC.
SEC file number 801-72008
· SUMMIT, NJ
https://his.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$378.1M
Discretionary AUM
$378.1M
Employees
8
Clients
—
Firm
- Address
- 47 MAPLE STREET
SUMMIT, NJ 07901 - Phone
- —
- Website
- https://his.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 1, 2026
Possible Form D name matches (not verified)
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- FourStar Wealth Advisors, LLC Medium name-match confidence · CIK 1976124 · IL
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FUTURE STAR BUSINESS SCHOOL LTD · D · Sep 8, 2026
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FUTURE STAR BUSINESS SCHOOL LTD · D · Sep 1, 2026
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i2 Health Advisors Inc. · D · Jul 28, 2026$3.5M
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Wealth Advisors Feeder Fund I, L.P. · D/A · Mar 27, 2026
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FUTURE STAR BUSINESS SCHOOL LTD · D · Feb 4, 2026
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FourStar Wealth Advisors, LLC · D · May 14, 2025
-
Wealth Advisors Feeder Fund I, L.P. · D/A · Mar 28, 2025