Overview
Assets Under Management: $264 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 95
Average Client Assets: $3 million
Frequently Asked Questions
HERITAGE WEALTH MANAGEMENT, INC. 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 #122394), HERITAGE WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
HERITAGE WEALTH MANAGEMENT, INC. is headquartered in HOUSTON, TX.
HERITAGE WEALTH MANAGEMENT, INC. serves 95 high-net-worth clients according to their SEC filing dated March 12, 2024. View client details ↓
According to their SEC Form ADV, HERITAGE WEALTH MANAGEMENT, INC. offers financial planning and portfolio management for individuals. View all service details ↓
HERITAGE WEALTH MANAGEMENT, INC. manages $264 million in client assets according to their SEC filing dated March 12, 2024.
According to their SEC Form ADV, HERITAGE WEALTH MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 95
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.49
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 602
Discretionary Accounts: 592
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 122394
Last Filing Date: 2024-03-12 00:00:00
Website: https://heritageplanners.com