Overview
Assets Under Management: $176 million
Headquarters: DUBLIN, OH
High-Net-Worth Clients: 46
Average Client Assets: $1 million
Frequently Asked Questions
HERITAGE WEALTH PARTNERS, 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 #290276), HERITAGE WEALTH PARTNERS, LLC is subject to fiduciary duty under federal law.
HERITAGE WEALTH PARTNERS, LLC is headquartered in DUBLIN, OH.
HERITAGE WEALTH PARTNERS, LLC serves 46 high-net-worth clients according to their SEC filing dated March 25, 2025. View client details ↓
According to their SEC Form ADV, HERITAGE WEALTH PARTNERS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
HERITAGE WEALTH PARTNERS, LLC manages $176 million in client assets according to their SEC filing dated March 25, 2025.
According to their SEC Form ADV, HERITAGE WEALTH PARTNERS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 37.79
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,372
Discretionary Accounts: 1,372
Regulatory Filings
CRD Number: 290276
Filing ID: 1965798
Last Filing Date: 2025-03-25 09:19:00
Website: https://hwp-oh.com