Hefty Wealth Partners
Managing MemberCX Institutional, LLCCRD 153880
About Hefty Wealth Partners
Hefty Wealth Partners is listed as Managing Member at CX Institutional, LLC in Auburn, IN. Form ADV reports a beneficial ownership band of 25-50%. Hefty Wealth Partners is associated with 3 registered advisers.
Reported ownership
Owns 25-50% of CX Institutional, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Hefty Wealth Partners work?
Hefty Wealth Partners is listed as Managing Member at CX Institutional, LLC on SEC Form ADV.
How much of CX Institutional, LLC does Hefty Wealth Partners own?
Form ADV reports a beneficial ownership band of 25-50%.
CX Institutional, LLC
| Title | Managing Member |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2018 |
CX Institutional, LLC
| Title | Managing Member |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2022 |
CXI Advisors, LLC
| Title | Managing Member |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2018 |