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HERITAGE WEALTH
HERITAGE WEALTH, LLC
CRD 315288
55 SHUMAN BOULEVARD, SUITE 910, NAPERVILLE, IL, 60563, United States
Phone
312-919-2090
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$55.1M
Discretionary AUM
$53.8M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 55 | $19.2M |
| High net worth individuals | 15 | $35.9M |
All web addresses on file
Official SEC filing: View on IAPD