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Home > Retirement Planners > ohio > dublin > HERITAGE WEALTH PARTNERS, LLC
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 |
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