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HERMITAGE WEALTH

HERMITAGE WEALTH MANAGEMENT, INC.

CRD 333235 · SEC 801-134426

Visit website

3761 WESTERRE PARKWAY, SUITE G, RICHMOND, VA, 23233, United States

Phone

804-270-7877

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$37.5M

Discretionary AUM

$7.6M

Team

14 total employees; 4 advisory reps

Clients

251-500

Fees

Percentage of AUM; Hourly charges; Fixed fees; REFERRAL FEES

Org form

Corporation

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals193$23.9M
High net worth individuals4$6.1M

States served

CA, CO, DC, MD, NC, SC, TN, VA, WV, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD