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HERITAGE WEALTH ADVISORS

HERITAGE WEALTH MANAGEMENT INC.

CRD 312545 · SEC 801-121624

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9110 MONTGOMERY RD., CINCINNATI, OH, 45242, United States

Phone

513-440-5475

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$604.7M

Discretionary AUM

$503.7M

Team

6 total employees; 3 advisory reps; 1 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-03-17

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals79$42.2M
High net worth individuals122$562.5M

States served

CA, CO, GA, IL, IN, KY, LA, MA, MI, NC, ND, OH, SC, TN, TX, FL

All web addresses on file

Official SEC filing: View on IAPD