Heller Wealth Advisors, LLC

Heller Wealth Advisors, LLC (CRD# 153730) is a financial advisory firm headquartered in Summit, NJ. They manage $365,715,635 in 1,074 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    366
    MILLION
  • Total Number of Accounts
    1,074
    ACCOUNTS
  • Average Account Value
    $340,517
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, NJ, NY, PA, TX

Financial Advisors at Heller Wealth Advisors, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Jordan Heller
CRD#: 1887838
47 Maple Street, Suite 306, Summit, NJ 07901
96
Wealthminder
score

Jordan Heller (CRD# 1887838) is an Investment Advisor Representative working at Heller Wealth Advisors, LLC in Summit, NJ and has over 18 years of experience in the finance industry. Jordan Heller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Donald J. Hertling
CRD#: 2859212
47 Maple Street, Suite 306, Summit, NJ 07901
96
Wealthminder
score

Donald Hertling (CRD# 2859212) is an Investment Advisor Representative working at Heller Wealth Advisors, LLC in Summit, NJ and has over 18 years of experience in the finance industry. Donald Hertling has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Michael J. Whittemore
CRD#: 4221726
47 Maple Street, Suite 306, Summit, NJ 07901
96
Wealthminder
score

Michael Whittemore (CRD# 4221726) is an Investment Advisor Representative working at Heller Wealth Advisors, LLC in Summit, NJ and has over 16 years of experience in the finance industry.

4
Mark M. Andraos
CRD#: 6132242
47 Maple Street, Suite 306, Summit, NJ 07901
93
Wealthminder
score

Mark Andraos (CRD# 6132242) is an Investment Advisor Representative working at Heller Wealth Advisors, LLC in Summit, NJ and has over 5 years of experience in the finance industry.

5
Scott J. Drown
CRD#: 4958465
47 Maple Street, Suite 306, Summit, NJ 07901
93
Wealthminder
score

Scott Drown (CRD# 4958465) is an Investment Advisor Representative working at Heller Wealth Advisors, LLC in Summit, NJ and has over 17 years of experience in the finance industry.

6
Melissa J. Gerckens
CRD#: 5674239
47 Maple Street, Suite 306, Summit, NJ 07901
93
Wealthminder
score

Melissa Gerckens (CRD# 5674239) is an Investment Advisor Representative working at Heller Wealth Advisors, LLC in Summit, NJ and has over 5 years of experience in the finance industry.

7
Callie L. Renner
CRD#: 6420427
47 Maple Street, Suite 306, Summit, NJ 07901
89
Wealthminder
score

Callie Renner (CRD# 6420427) is an Investment Advisor Representative working at Heller Wealth Advisors, LLC in Summit, NJ and has over 2 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.