Be advised. This firm is no longer registered.

Hefty Wealth Partners

Hefty Wealth Partners (CRD# 153880) is a financial advisory firm headquartered in Auburn, IN. They manage $194,747,987 in 1,014 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
112 East 7th Street, Auburn, IN 46706
http://www.heftywealth.com
By the Numbers
  • Total Assets Under Management
    195
    MILLION
  • Total Number of Accounts
    1,014
    ACCOUNTS
  • Average Account Value
    $192,059
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IN, MI, OH, TX

Financial Advisors at Hefty Wealth Partners
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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