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HERITAGE WEALTH MANAGEMENT
4400 Post Oak Parkway
Suite 2510
Houston, Texas 77027
Tel: 713-871-9800
About HERITAGE WEALTH MANAGEMENT
HERITAGE WEALTH MANAGEMENT, formally registered with the SEC as HERITAGE WEALTH MANAGEMENT. The firm was established in 03/25/2016. They have over 1 offices throughout the country.
HERITAGE WEALTH MANAGEMENT is a Houston, Texas based Financial Planning firm with nearly $264,274,776 assets under management, offering retirement planning & investment advisory services to 602 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 122394 |
| SEC# | 801-107506 |
| Assets Managed by Firm | $264,274,776 |
| No. of Clients | 602 |
| No. of Advisors | 8 |
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 | 602 | $264,274,776 |
| Individuals (other than high net worth individuals) | 107 | $43,249,155 |
| High net worth individuals | 91 | $221,025,621 |
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