Heintz Wealth Management, LLC

Heintz Wealth Management, LLC (CRD# 286160) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $70,009,578 in 157 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
16211 N. Scottsdale Road, Suite A-6-a, #472, Scottsdale, AZ 85254
http://www.heintzwealth.com
By the Numbers
  • Total Assets Under Management
    70
    MILLION
  • Total Number of Accounts
    157
    ACCOUNTS
  • Average Account Value
    $445,921
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, NY, TX

Financial Advisors at Heintz Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Edward Heintz, financial advisor Scottsdale AZ
Edward G. Heintz
CRD#: 2893819
Scottsdale, AZ

Edward Heintz (CRD# 2893819) is an Investment Advisor Representative working at Heintz Wealth Management, LLC in Scottsdale, AZ and has over 26 years of experience in the finance industry.

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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