Investment adviser · CRD 344021

HEIRMONT WEALTH MANAGEMENT

Investment adviser filing (IA)

STRLTB CA LLC

UNIONDALE, NY, United States · Form ADV filed Aug 10, 2026

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The 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: Aug 10, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets

Principal office

70 CHARLES LINDBERGH BLVD, SUITE 3
UNIONDALE, NY, 11553, United States

CRD 344021

Filing source

Form ADV 2124757 · Aug 10, 2026 · 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.