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HERITAGE WEALTH MANAGEMENT GROUP, LTD
CRD 148459 · SEC 801-120938
733 BOUSH STREET, SUITE 100, NORFOLK, VA, 23510-1591, United States
Phone
757-321-3725
Fax
757-321-3725
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$152.2M
Discretionary AUM
$152.2M
Team
5 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 137 | $46.3M |
| High net worth individuals | 40 | $105.1M |
| Charitable organizations | 2 | $347K |
| Corporations/business entities | 1 | $546K |
States served
NC, PA, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD