HERITAGE WEALTH ARCHITECTS, INC.

1270 Northland Drive
Suite 120
Mendota Heights, Minnesota 55120
Tel: 651-289-6444

About HERITAGE WEALTH ARCHITECTS, INC.

HERITAGE WEALTH ARCHITECTS, INC, formally registered with the SEC as HERITAGE WEALTH ARCHITECTS, INC. The firm was established in 04/06/2018. They have over 1 offices throughout the country.

HERITAGE WEALTH ARCHITECTS, INC. is a Mendota Heights, Minnesota based Financial Planning firm with nearly $316,247,697 assets under management, offering retirement planning & investment advisory services to 829 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	161261
SEC#	801-112783
Assets Managed by Firm	$316,247,697
No. of Clients	829
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	829	$316,247,697
Individuals (other than high net worth individuals)	81	$31,701,081
High net worth individuals	102	$252,675,385
Other investment advisers	Fewer than 5 clients	$1,878,220
Corporations or other businesses	9	$29,993,011

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Firm Name	Assets Under Management	Total Clients	Total Advisors

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