HERITAGE WEALTH MANAGEMENT, INC.

11440 W. Bernardo Ct.
Ste 390
San Diego, California 92127
Tel: 858-613-9191

About HERITAGE WEALTH MANAGEMENT, INC.

HERITAGE WEALTH MANAGEMENT, INC, formally registered with the SEC as HERITAGE WEALTH MANAGEMENT, INC. The firm was established in 11/19/2021. They have over 1 offices throughout the country.

HERITAGE WEALTH MANAGEMENT, INC. is a San Diego, California based Financial Planning firm with nearly $376,967,066 assets under management, offering retirement planning & investment advisory services to 819 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	316956
SEC#	801-122719
Assets Managed by Firm	$376,967,066
No. of Clients	819
No. of Advisors	9

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	819	$376,967,066
Individuals (other than high net worth individuals)	149	$53,982,863
High net worth individuals	67	$211,685,010
Pension and profit sharing plans	Fewer than 5 clients	$712,720
Charitable organizations	6	$13,371,891
Corporations or other businesses	Fewer than 5 clients	$1,040,012

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