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HERITAGE WEALTH ADVISORS
HERITAGE WEALTH ADVISORS, LLC
CRD 137484 · SEC 801-64803
919 EAST MAIN STREET, SUITE 950, RICHMOND, VA, 23219, United States
Phone
804-643-4080
Fax
804-643-4085
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.86B
Discretionary AUM
$4.71B
Team
36 total employees; 18 advisory reps; 10 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Pension consultingSelection of other advisersTAX PREPARATION
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 130 | $44.1M |
| High net worth individuals | 254 | $2.61B |
| Pooled investment vehicles | 7 | $255.4M |
| Charitable organizations | 19 | $1.63B |
| Corporations/business entities | 41 | $320.3M |
States served
CA, GA, NY, NC, PA, SC, TN, VA, FL
All web addresses on file
Official SEC filing: View on IAPD