Investment adviser · CRD 124261
HELLER WEALTH MANAGEMENT
Investment adviser filing (IA)
TOTAL MANAGEMENT GROUP, INC.
MELVILLE, NY, United States · Form ADV filed Feb 6, 2026
- Regulatory AUM
- $554M Form ADV · Item 5.F
- Client accounts
- 787 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 4 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 |
|---|---|---|---|
| High-net-worth individuals | 177 | $470,920,302 | 85.0% |
| Retirement plans | 45 | $77,329,761 | 14.0% |
| Individuals | 14 | $3,741,155 | 0.7% |
| Corporations & businesses | 7 | $1,901,998 | 0.3% |
Filing source
Form ADV 2050561 · Feb 6, 2026 · 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 6, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
225 BROADHOLLOW ROAD, SUITE 215MELVILLE, NY, 11747, United States
CRD 124261
Filing source
Form ADV 2050561 · Feb 6, 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.