Heyman Wealth Management, LLC

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Client assets under management

$82,974,758

Clients

50% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Low

Average account size

$1,338,303

About

Heyman Wealth Management serves individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, corporations, and retirement plans, managing roughly $89.8 million for about 62 clients with a three‑advisor team. The firm provides discretionary portfolio management, project‑based and ongoing financial planning, and pension/retirement plan consulting.

Investment programs are implemented through model portfolios that are mirrored in client accounts and use a mix of passive and active vehicles (mutual funds and ETFs), with asset allocation and modern portfolio theory informing security selection and risk controls. Accounts are managed on a discretionary basis with room for client‑imposed restrictions, and financial planning is offered both as one‑time projects and as an ongoing service that is typically paired with investment management.

What distinguishes the firm is its ownership and operational link to an affiliated accounting practice: the principal holds CPA/PFS and CFA credentials, provides tax and accounting services to some clients, and discloses the affiliation and seasonal time allocations to manage conflicts of interest. The firm operates as a fee‑only adviser on an institutional custody platform and emphasizes integrated business planning and pension consulting alongside wealth management — a cross‑disciplinary arrangement that is uncommon for similarly sized supported firms.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

General retirement planning Income planning College savings (529s, UTMA, etc.) Business ownership considerations Tax strategies for small businesses

Occupation focus

Founder/Business Owner

Fee options

Fixed

Fixed fees for project-based financial planning typically range from $2,500 to $10,000; initial fee for ongoing financial planning up to $10,000

Percentage

$0 - $50,000: 2.00% $50,001 - $150,000: 1.25% $150,001 - $500,000: 1.00% $500,001 - $1,000,000: 0.80% $1,000,001 - $5,000,000: 0.65% $5,000,001+: 0.50%

Project-based

$250-$500 per hour depending on staff member for project-based financial planning

Subscriptions

Ongoing financial planning fees charged quarterly in arrears, ranging from $1,000 to $10,000 per year

Other

Account minimum: $75,000 Minimum fee: Minimum fee of $500 per calendar quarter Fee-only: Fee-only firm; no commissions or sales-related compensation

Main office location

Heyman Wealth Management, LLC

16133 Ventura Blvd., Suite #640

Encino CA 91436, United States

Number of offices

Most active in

California

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn X Website 310-773-9496

Advisors at this firm

Daniel H

CFA®, PFS™, Series 63

Encino, CA

Heyman Wealth Management, LLC

Daniel Heyman is a CFA® charterholder and PFS™ credentialed financial advisor with 15 years of industry experience. He is the principal of Heyman Wealth Management, LLC and also operates a CPA professional corporation providing tax preparation, accounting, and business consulting services. In addition to his advisory and accounting roles, he manages a coworking facility in Colorado. Heyman Wealth Management offers discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm uses a strategic asset allocation approach based on modern portfolio theory, employing both passive and active funds to manage approximately $62 million in client assets.

General retirement planning Income planning College savings (529s, UTMA, etc.) Business ownership considerations Tax strategies for small businesses Founder/Business Owner

Alexander A

Series 65

Encino, CA

Heyman Wealth Management, LLC

Alexander Anderson Jr. is a financial advisor at Heyman Wealth Management, LLC with a Series 65 credential and two years of industry experience. Prior to joining Heyman Wealth Management in 2024, he worked as an independent ticket broker from 2021 to 2024 and was previously employed at Envision Capital Management from 2008 to 2020. Heyman Wealth Management provides discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm uses a mix of passive and active mutual funds and ETFs within a model portfolio approach, emphasizing modern portfolio theory and strategic asset allocation tailored to client risk tolerances.

General retirement planning Income planning College savings (529s, UTMA, etc.) Business ownership considerations Tax strategies for small businesses Founder/Business Owner

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