Overview
Assets Under Management: $152 million
Headquarters: NORFOLK, VA
High-Net-Worth Clients: 40
Average Client Assets: $2.6 million
Frequently Asked Questions
HERITAGE WEALTH MANAGEMENT GROUP, LTD is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #148459), HERITAGE WEALTH MANAGEMENT GROUP, LTD is subject to fiduciary duty under federal law.
HERITAGE WEALTH MANAGEMENT GROUP, LTD is headquartered in NORFOLK, VA.
HERITAGE WEALTH MANAGEMENT GROUP, LTD serves 40 high-net-worth clients according to their SEC filing dated March 10, 2026. View client details ↓
According to their SEC Form ADV, HERITAGE WEALTH MANAGEMENT GROUP, LTD offers financial planning and portfolio management for individuals. View all service details ↓
HERITAGE WEALTH MANAGEMENT GROUP, LTD manages $152 million in client assets according to their SEC filing dated March 10, 2026.
According to their SEC Form ADV, HERITAGE WEALTH MANAGEMENT GROUP, LTD serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 40
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.02%
Average Client Assets: $2.6 million
Total Client Accounts: 460
Discretionary Accounts: 460
Regulatory Filings
CRD Number: 148459
Filing ID: 2067136
Last Filing Date: 2026-03-10 14:53:20