# Theodore Heuchling

> Theodore Heuchling is a fee-only financial advisor at Portfolio Logix in Missoula, Montana. Portfolio Logix reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/theodore-heuchling/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Portfolio Logix
- **Based in:** Missoula, Montana
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $39.5M across 245 accounts
- **CRD:** 2108803 (https://adviserinfo.sec.gov/individual/summary/2108803)
- **SEC registration:** Investment adviser representative in ID, MT
- **Exams passed:** Series 63 (1990), Series 65 (1994)
- **Firm size:** 2 employees
- **Disclosures:** Reported; see the SEC record

## Frequently asked questions

### Is Theodore Heuchling a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Theodore holds no broker registration, and Portfolio Logix reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Theodore charge for financial advice?

Theodore's firm, Portfolio Logix, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Theodore Heuchling based?

Theodore Heuchling is based in Missoula, Montana.

### Is Theodore Heuchling registered with the SEC?

Yes. Theodore Heuchling is registered as an investment adviser representative in ID and MT (CRD 2108803), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Portfolio Logix manage?

Portfolio Logix reports $39.5M across 245 accounts in assets under management.

### How do I contact Theodore Heuchling?

Contact details aren't on file yet. Search for Portfolio Logix.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2108803): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.