HELLER WEALTH MANAGEMENT

Legal name: TOTAL MANAGEMENT GROUP, INC.

CRD 124261File 801-61749

APPROVED

Retail clients

Custody

Filing as of Feb 6, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$553.9M

Above cohort median (national)

Discretionary AUM

$553.9M

Clients

243

787 accounts

Employees

Below cohort median in NY

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: NYRO
Registration date: Jan 17, 2003
Principal office: 225 BROADHOLLOW ROAD, SUITE 215, MELVILLE, NY, 11747
Phone: 631-248-3600
Website: HTTPS://TWITTER.COM/HWMGMT

Assets & accounts

ADV Item 5F

Total regulatory AUM: $553.9M
Discretionary AUM: $553.9M
Non-discretionary AUM: $0
Discretionary accounts: 787
Non-discretionary accounts: 0
Total accounts: 787
AUM per client: $2.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	7	$1.9M
High net worth individuals	177	$470.9M
Pension and profit sharing plans	45	$77.3M
Individuals (other than high net worth individuals)	14	$3.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: No
Related Person Custody Cash: Yes
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.