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HERITAGE WEALTH MANAGEMENT
HERITAGE WEALTH MANAGEMENT, INC.
CRD 159158 · SEC 801-132674
0 GOVERNORS AVENUE, SUITE 34, MEDFORD, MA, 02155, United States
Phone
800-620-9330
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$153.2M
Discretionary AUM
$153.2M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-20
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 133 | $37.8M |
| High net worth individuals | 82 | $114.0M |
| Charitable organizations | 2 | $1.2M |
| Corporations/business entities | 1 | $232K |
States served
MA, RI, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD