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HEFTY WEALTH PARTNERS, INC.
HEFTY WEALTH PARTNERS, INC.
HEFTY WEALTH PARTNERS
AUBURN, Indiana
·
1 registered advisor
·
CRD# 153880
SEC# 801-71660
1
260-927-1830
01
Firm Overview
AUM
$208M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at HEFTY WEALTH PARTNERS, INC.
1 registered advisor
David Nathan Abuaf
AUBURN, Indiana
CRD# 4582706
05
Office Locations
AUBURN, Indiana
1 advisor
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Data sourced from SEC Form ADV filings. HEFTY WEALTH PARTNERS, INC. (CRD# 153880) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.