Daniel Heyman
Heyman Wealth Management · Encino, California
Daniel Heyman is a fee-only financial advisor at Heyman Wealth Management in Encino, California, who holds the PFS and CFA credentials. Heyman Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Heyman Wealth Management |
|---|---|
| Based in | Encino, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $115.4M across 241 accounts |
| Credentials | PFS · CFA |
| SEC registration | Investment adviser representative in CA · CRD 4808440 |
| Exams passed | Series 63 (2004) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | main.yhlsoft.com/auth/users/webportal/heymanwealth |
How Daniel's firm compares
- Heyman Wealth Management's average account is about $479,000, from its Form ADV (assets managed divided by 241 accounts).
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Questions about Daniel
Is Daniel Heyman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Heyman Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel's firm, Heyman Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Daniel Heyman based?
Daniel Heyman is based in Encino, California.
What credentials does Daniel Heyman hold?
Daniel Heyman holds the PFS and CFA credentials.
Is Daniel Heyman registered with the SEC?
Yes. Daniel Heyman is registered as an investment adviser representative in CA (CRD 4808440), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Heyman Wealth Management manage?
Heyman Wealth Management reports $115.4M across 241 accounts in assets under management.
How do I contact Daniel Heyman?
Through Daniel's website, main.yhlsoft.com/auth/users/webportal/heymanwealth.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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