HERITAGE WEALTH MANAGEMENT

Company Profile

As of Date 08/04/2026
ADV Location United States, TX
Websites
AUM* 511,037,135 34%
of that, discretionary 510,302,944 37%
Number of Employees 8 -20%
of those in investment advisory functions 6 -14%
Private Fund GAV* 0
Avg Account Size 436,039 12%
High Net Worth 44.27% 10%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Disclosure Reporting

11.D(4) Other regulator order (past 10 yrs)
11.D(5) Other regulator denied/suspended/revoked license
View 1 DRP Record

Recent News

Reported AUM

510M 437M 365M 292M 219M 146M 73M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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