JW Hecht Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary and non-discretionary portfolio management and general consulting services focused on investment and retirement planning for individual clients. It manages roughly $6.13 million across 19 client accounts and tailors advice and asset allocations to each client’s stated goals and risk tolerance.
Its investment approach uses a mix of equities, exchange‑traded funds, mutual funds, U.S. government and corporate debt, and covered options, alongside fundamental and technical analysis and occasional short‑term trading. Portfolios are monitored on a continuous basis with periodic rebalancing, and the firm also offers limited‑scope financial planning and rollover guidance.
Distinctive for a firm of this size, the adviser uses options and other derivative instruments (including leveraged and inverse products) in managed accounts, a strategy that is uncommon among independent peers and can add complexity and volatility. The firm’s principal additionally operates an affiliated CPA practice and may recommend those accounting and tax services to advisory clients, a relationship disclosed in the brochure that clients should weigh for potential conflicts of interest.
Client services
Expertise
Fee options
$0 - $100,000: 2.00% $100,001 - $500,000: 1.50% $500,001 - $1,000,000: 1.00% $1,000,000+: Negotiable
Account minimum: $100,000
Main office
1130 E. Missouri Ave. # 600
Phoenix AZ 85014
Advisors at this office
1
Most active in
Arizona
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.
Forms ADV
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