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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
Sva Plumb Wealth Management LLC 6 years, 4 months Jul 2013 - Present
Alliance Benefit Group 1 year Jul 2012 - Jul 2013
Sva Retirement Plan Services 11 years, 8 months Nov 2000 - Jul 2012
Are You
Heather Lea Benash?
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Designations & Memberships

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Articles and Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Nov 24, 2018
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    N/A
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Sva Plumb Wealth Management, LLC

Last updated on Aug. 28, 2019
    • $2.7B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 5K
      Accounts
    • $550.7K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
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