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HERITAGE WEALTH MANAGEMENT, LLC

2355 E. Camelback Road
Ste. 330
Phoenix, Arizona 85016
Tel: 602-775-5400

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About HERITAGE WEALTH MANAGEMENT, LLC

HERITAGE WEALTH MANAGEMENT, LLC, formally registered with the SEC as HERITAGE WEALTH MANAGEMENT, LLC. The firm was established in 03/29/2017. They have over 6 offices throughout the country.

HERITAGE WEALTH MANAGEMENT, LLC is a Phoenix, Arizona based Financial Planning firm with nearly $545,050,946 assets under management, offering retirement planning & investment advisory services to 807 clients. The firm is staffed with 28 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#287909
SEC#801-110550
Assets Managed by Firm$545,050,946
No. of Clients807
No. of Advisors28

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
  • Educational Seminars/ Workshops

Firm Client Information

No. of ClientsAUM
Firm Total807$545,050,946
Individuals (other than high net worth individuals)643$259,255,182
High net worth individuals158$283,119,810
Pension and profit sharing plansFewer than 5 clients$256,670
Charitable organizationsFewer than 5 clients$52,276
Corporations or other businessesFewer than 5 clients$2,367,008

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