Lawrence Eliot Heller
Investment adviser representative at Heller Wealth Management
23 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$553.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
23 years in the industry.
- Savant Wealth ManagementApr 2026 to now
- Heller Wealth ManagementOct 2021 to now
- Total Management Group Inc dba Heller Wealth ManagementApr 2003 to Mar 2026
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Heller Wealth Management
Legal name: Total Management Group, Inc.
$553.9MAssets managed
243Clients
4Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1684612
- Firm CRD
- 124261