Heyman Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$111,888,658
Clients
86
Advisors
2
of 2 employees
About
Heyman Wealth Management provides discretionary portfolio management, financial planning, and pension consulting to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, and retirement plans. The firm operates as a fee‑only adviser and manages client portfolios on a discretionary basis using third‑party custodians.
The firm employs model portfolios that it closely mirrors in client accounts and combines passive and active strategies, primarily using mutual funds and ETFs, with asset allocation and modern portfolio theory guiding portfolio construction. Investment selection draws on fundamental and macroeconomic analysis, and clients may impose reasonable restrictions on individual securities or sectors that HWM will attempt to accommodate.
A distinctive feature is the firm’s affiliation with an accounting practice operated by its principal, who maintains an active CPA/PFS practice and spends a substantial portion of time seasonally on accounting and tax work; some clients receive services from both entities. That adviser–accountant relationship, and the firm’s explicit disclosure of potential cross‑referrals and conflicts, is less common among peers and can allow closer coordination of tax and planning work alongside investment management.
Client services
Expertise
Fee options
Project-based financial planning fixed fees range from $2,500 to $10,000, sometimes higher depending on complexity
$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%
$250-$500 per hour depending on staff member
Ongoing financial planning fixed fees range from $1,000 to $10,000 per year, paid quarterly in arrears
Account minimum: $75,000 or clients willing to pay $500 minimum advisory fee per quarter; minimums may be reduced or waived at advisor's discretion Minimum fee: $500 per calendar quarter minimum fee Fee-only: Fee-only firm; no commissions or sales-related compensation
Main office
16133 Ventura Blvd., Suite #640
Encino CA 91436
Advisors at this office
2
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Daniel H
CFA®, PFS™, Series 63
Encino, CA
Heyman Wealth Management, LLC
Daniel Heyman is a CFA® and PFS™ credentialed advisor with 15 years of experience in the financial industry. He is principal of Heyman Wealth Management, LLC, where he has worked since 2010, and also operates a CPA professional corporation providing accounting, tax preparation, and business consulting services. In addition to his financial advisory work, Heyman manages a coworking facility and oversees several real estate-related entities. Heyman Wealth Management offers discretionary portfolio management, financial planning, and pension consulting to individuals, trusts, estates, charitable organizations, and retirement plans. The firm uses a combination of active and passive investment strategies guided by asset allocation and modern portfolio theory, with portfolios managed on a discretionary basis using third-party custodians.
Alexander A
Series 65
Encino, CA
Heyman Wealth Management, LLC
Alexander Anderson Jr. is a financial advisor at Heyman Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Envision Capital Management for 12 years. From 2021 to 2024, he was self-employed in independent ticket brokerage. Heyman Wealth Management provides discretionary portfolio management, financial planning, and pension consulting to individuals, trusts, estates, charitable organizations, and retirement plans. The firm uses a combination of passive and active strategies guided by asset allocation and modern portfolio theory, managing portfolios on a discretionary, fee-only basis.
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