Investment adviser · CRD 153880
HEFTY WEALTH PARTNERS
Investment adviser filing (IA)
HEFTY WEALTH PARTNERS, INC.
AUBURN, IN, United States · Form ADV filed Feb 27, 2018
- Regulatory AUM
- $208M Form ADV · Item 5.F
- Client accounts
- 1,120 Accounts, not individual clients
- Employees
- 12 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 388 | $103,863,222 | 50.0% |
| High-net-worth individuals | 60 | $101,360,280 | 48.8% |
| Insurance companies | Fewer than 5 | $2,400,170 | 1.2% |
| Charities | Fewer than 5 | $194,038 | 0.1% |
Filing source
Form ADV 1168806 · Feb 27, 2018 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 27, 2018. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
112 EAST 7TH STREETAUBURN, IN, 46706, United States
CRD 153880
Filing source
Form ADV 1168806 · Feb 27, 2018 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.