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Timothy Heisey

180 Wealth Advisors, LLC
9 Years of Experience
Federal Way, WA
1 Disclosure
View SEC Summary
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Timothy Heisey is a registered investment advisor at 180 Wealth Advisors, LLC, based in Federal Way, WA, with 9 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,350 clients with $1.4B in assets under management.

180 Wealth Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
1,350 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1.0M - $5.0M1.00%
$5.0M - $10.0M0.70%
$10M+0.70%

Fees for portfolios over $10,000,000 are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

32125 32nd Avenue South, Suite 100, Federal Way, WA, 98001

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
November 2020
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
180 Wealth Advisors, LLC
July 2026 - Present · 3 mos
Previous Registrations
180 Wealth Advisors, LLC
December 2020 - December 2025 · 5 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2016 - November 2020 · 4 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2016 - November 2020 · 4 yrs 1 mo
State Registrations1 state
WA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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