HERITAGE WEALTH PARTNERS, LLC

6215 Emerald Parkway
Unit 1
Dublin, Ohio 43016
Tel: 614-389-2488

About HERITAGE WEALTH PARTNERS, LLC

HERITAGE WEALTH PARTNERS, LLC, formally registered with the SEC as HERITAGE WEALTH PARTNERS, LLC. The firm was established in 11/16/2021. They have over 2 offices throughout the country.

HERITAGE WEALTH PARTNERS, LLC is a Dublin, Ohio based Financial Planning firm with nearly $227,269,986 assets under management, offering retirement planning & investment advisory services to 1332 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	290276
SEC#	801-122695
Assets Managed by Firm	$227,269,986
No. of Clients	1332
No. of Advisors	11

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals

Firm Client Information

	No. of Clients	AUM
Firm Total	1332	$227,269,986
Individuals (other than high net worth individuals)	527	$89,813,085
High net worth individuals	12	$137,456,901

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