David Wayne Hefty

Chief Executive Officer at CX Institutional LLC

Finance

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Profile

David Wayne Hefty was the founder and former Chief Executive Officer & Wealth Partner of Hefty Wealth Partners, Inc., which he founded in 2000.
He is currently the Chief Executive Officer at CX Institutional LLC, a position he has held since 2018.
Hefty received his undergraduate degree from Purdue University in 1999.

David Wayne Hefty active positions

Companies	Position	Start
CX Institutional LLC CX Institutional LLC Investment ManagersFinance CX Institutional LLC is an independent, SEC-registered investment advisor headquartered in Auburn, Indiana. The firm was formed in 2018 through the combination of two existing SEC-Registered Investment Advisers: Hefty Wealth Partners, Inc. (HWP) and Oak Point Wealth Management LLC, both of which are founded in 2010. CX Institutional succeeded to the registration of HWP. The firm offers investment portfolios on a discretionary and non-discretionary wrap-fee basis to individuals, high net-worth individuals, charitable organizations, trusts, estates, pension and profit-sharing plans, and business entities.	Chief Executive Officer	2018-02-28

All active positions of David Wayne Hefty

Former positions of David Wayne Hefty

Companies	Position	End
Hefty Wealth Partners, Inc. Hefty Wealth Partners, Inc. Investment ManagersFinance Hefty Wealth Partners, Inc. provides investment advice. The private company is based in Auburn, IN and has subsidiaries in the United States. The company was founded in 2000 by David Wayne Hefty, who has been the CEO since 2000.	Chief Executive Officer	2018-02-28

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Training of David Wayne Hefty

Purdue University

Undergraduate Degree

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Private companies

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Linked companies

Private companies	2
Hefty Wealth Partners, Inc. Hefty Wealth Partners, Inc. Investment ManagersFinance Hefty Wealth Partners, Inc. provides investment advice. The private company is based in Auburn, IN and has subsidiaries in the United States. The company was founded in 2000 by David Wayne Hefty, who has been the CEO since 2000.	Finance
CX Institutional LLC CX Institutional LLC Investment ManagersFinance CX Institutional LLC is an independent, SEC-registered investment advisor headquartered in Auburn, Indiana. The firm was formed in 2018 through the combination of two existing SEC-Registered Investment Advisers: Hefty Wealth Partners, Inc. (HWP) and Oak Point Wealth Management LLC, both of which are founded in 2010. CX Institutional succeeded to the registration of HWP. The firm offers investment portfolios on a discretionary and non-discretionary wrap-fee basis to individuals, high net-worth individuals, charitable organizations, trusts, estates, pension and profit-sharing plans, and business entities.	Finance