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HERITAGE STRATEGIC WEALTH, LLC
CRD 338025 · SEC 801-134276
117 W MAIN STREET, CARY, IL, 60013, United States
Phone
815-200-9774
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$45.7M
Discretionary AUM
$45.7M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 24 | $3.5M |
| High net worth individuals | 1 | $41.6M |
| Corporations/business entities | 2 | $645K |
States served
IL
All web addresses on file
Official SEC filing: View on IAPD