AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
KH

Krisanne Heinze

AYURASSET
Seattle, WA
Some features on this profile are disabled
CRD#: 8176499
KH
Krisanne HeinzeAYURASSET

Professional summary


Krisanne Heinze is a registered financial advisor currently at AYURASSET LLC located in Seattle, Washington.

Krisanne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Krisanne has worked at 1 firm and has passed the Series 65 exam.

At a Glance


Always Fiduciary

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Krisanne Heinze is currently employed as a Finance Administrator for the Association for Spiritual Integrity. In this role, Krisanne Heinze assists in the accounting of the finances of the organization. This activity accounts for approximately 5% of her time. Clients of AyurAsset are not involved in, nor are they solicited to participate in this outside business activity. Krisanne Heinze is currently a co-owner of a family business, Ace Concrete Finishing, Inc., established in 2005, which is not investment-related and located in Seattle, WA. Krisanne Heinze assists in bookkeeping for this business. This activity accounts for approximately 10% of her time. Clients of AyurAsset are not involved in, nor are they solicited to participate in this outside business activity. Krisanne Heinze is a Finance Officer for Ayur Impact LLC. In this role, Krisanne Heinze manages the finances of the organization. This company is also owned by the founder and owner of AyurAsset LLC, Sreekanth Nagarajan. This activity accounts for approximately 10% of her time. This may create a conflict of interest because Krisanne Heinze has an incentive to refer Clients between Ayur Impact LLC and AyurAsset LLC, although neither party receives compensation for Client referrals. To mitigate the existence of this conflict, as a fiduciary Krisanne Heinze has a duty to act solely in the best interests of each Client and will only recommend services appropriate to the Client's circumstances. Clients are under no obligation to act upon the recommendations. In addition, Clients utilizing services of both entities will engage and remit payment to each business separately.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Krisanne Heinze's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

April 8, 2026 - Present

AYURASSET LLC

RIA
CRD#: 339114
Seattle, WA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(4/8/2026)
IAR
Washington
(4/8/2026)

Exams


State Security Law Exam
IAR
Series 65
Date: 3/2/2026
Uniform Investment Adviser Law Examination

Current Firm


AL
AYURASSET LLC
AYURASSET LLC

CRD#: 339114 / SEC#:

Texas
Registered Investment Advisory firm - (4/8/2026 Approved)
Washington
Registered Investment Advisory firm - (4/8/2026 Approved)
Loading...

Contact information


Main Address
12708 Riata Vista Cir Ste A-113, Austin, TX 78727
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


AYURASSET LLC

CRD#: 339114Seattle, WA

TRUST BUT VERIFY

Monitor Krisanne Heinze

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Guy David Peel
Guy PeelAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
HELENA, MT
Mark Brown
Mark BrownAdvisorCheck Check Mark
AUSDAL FINANCIAL PARTNERS, INC.
IAR
RR
ESTERO, FL
Jeffrey Paul Meotti
Jeffrey MeottiAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
MADISON, CT
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.