Heller Wealth Management - Crunchbase Company Profile & Funding

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Overview

Heller Wealth Management

Growth Score

82

Heat Score

40

Company Performance Metrics

Score

Trend

About These Metrics

AI Content may contain mistakes and is not legal, financial or investment advice.

Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

See more interactive data and historical milestones on desktop for the best experience

About Heller Wealth Management

CB Rank

840267

Heller Wealth Management serves individuals and companies with strategic investment advice and personalized financial planning services.

Acquired by

Savant Wealth Management

Founded

obfuscation

Private

Melville, New York, United States

hellerwealthmanagement.com

Financial Services

Impact Investing

Wealth Management

Key People

Larry Heller: Founder & President

Details

Operating Status

Active

Company Type

For Profit

Founders

Phone Number

+1-631-293-2806

Contact Email

cwray@hellerwealthmanagement.com

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Investment Management

Provides tax-efficient, low-cost, diversified investment strategies to build financial resilience for individuals and companies.

Personalized Financial Planning

Offers customized financial planning services aimed at building lifelong financial resilience and achieving clients' key financial goals.

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Financials

M&A Details

Heller Wealth Management

was acquired by

Savant Wealth Management

on

obfuscation

.

Transaction Name

Heller Wealth Management acquired by Savant Wealth Management

Acquired by

Savant Wealth Management

Announced Date

obfuscation

Market Intelligence

People

View Profiles & Contacts

Headcount

Employee Profiles

Contacts

Employee Profiles

Larry Heller Founder & President

News

News and Press

News•

Apr 5, 2026

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News•

Mar 31, 2026

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Access a complete feed of recent news and press, from product launches to leadership changes.

Technology

View Tech Report

Monthly Web Visits

402

IT Spend

$164.2K

This year,

Heller Wealth Management

is projected to spend

on IT, according to Aberdeen.

Active Website Tech Count

34

Heller Wealth Management

is actively using

34

technologies for its website, according to BuiltWith. These include

IPhone / Mobile Compatible

,

, and

.

Lists Featuring This Company

Lists Featuring This Company

Greater New York Area Financial Services Companies (Top 10K)

9,755 Number of Organizations • $279B Total Funding Amount • 7,833 Number of Investors

United States Acquired Companies With Fewer Than 10 Employees

8,174 Number of Organizations • $33B Total Funding Amount • 6,602 Number of Investors

Northeastern US Wealth Management Companies

3,412 Number of Organizations • $41.1B Total Funding Amount • 621 Number of Investors

Impact Investing Companies With Fewer Than 10 Employees

3,825 Number of Organizations • $2.3B Total Funding Amount • 491 Number of Investors

Sub-Organizations

Frequently Asked Questions

Where is

Heller Wealth Management

's headquarters?

Heller Wealth Management

is located in

Melville, New York, United States

.

Who are

Heller Wealth Management

's competitors? Alternatives and possible competitors to

Heller Wealth Management

may include

,

, and

.