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 $142,527,813 assets under management, offering retirement planning & investment advisory services to 930 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	290276
SEC#	801-122695
Assets Managed by Firm	$142,527,813
No. of Clients	930
No. of Advisors	12

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	930	$142,527,813
Individuals (other than high net worth individuals)	791	$36,283,985
High net worth individuals	70	$105,547,038
Pension and profit sharing plans	Fewer than 5 clients	$315,653
Charitable organizations	Fewer than 5 clients	$381,137

More Retirement Planning firms in Dublin, Ohio:

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FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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