Hefty Wealth Partners is listed as Managing Member at CX Institutional, LLC on SEC Form ADV.
Form ADV reports a beneficial ownership band of 25-50%.
| Title | Managing Member |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2018 |
| Title | Managing Member |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2022 |
| Title | Managing Member |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2018 |