ria
Heller Wealth Management
MELVILLE, NY
CRD: 124261
In PWD coverage since August 19, 2026 · 1 story
$554MRegulatory AUMSEC Form ADV · Oct 3
6EmployeesForm ADV
Regulatory AUM · Aug 22 – Oct 3
PWD coverage
exit
Carlyle's $2.8 billion MAI bet re-prices the RIA exit
The deal prices MAI's AUM at about 5.5 cents per dollar and signals what scaled owners can expect at the sale table.