Overview
Assets Under Management: $545 million
Headquarters: PHOENIX, AZ
High-Net-Worth Clients: 158
Average Client Assets: $1.8 million
Frequently Asked Questions
HERITAGE WEALTH MANAGEMENT, LLC 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 #287909), HERITAGE WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
HERITAGE WEALTH MANAGEMENT, LLC is headquartered in PHOENIX, AZ.
HERITAGE WEALTH MANAGEMENT, LLC serves 158 high-net-worth clients according to their SEC filing dated March 31, 2023. View client details ↓
According to their SEC Form ADV, HERITAGE WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
HERITAGE WEALTH MANAGEMENT, LLC manages $545 million in client assets according to their SEC filing dated March 31, 2023.
According to their SEC Form ADV, HERITAGE WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 158
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.94%
Average Client Assets: $1.8 million
Total Client Accounts: 807
Discretionary Accounts: 807
Regulatory Filings
CRD Number: 287909
Filing ID: 1740151
Last Filing Date: 2023-03-31 08:53:00