Heritage Legacy Wealth LLC
Firm details
- Headquarters
- Buffalo Grove, Illinois
- CRD number
- 337548
- Fee structure
- Percentage of AUM, Hourly Charges
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Heritage Legacy Wealth LLC is an Illinois-based limited liability company that combines insurance brokerage with advisory work focused on financial planning and portfolio management for individuals and small businesses. The firm is individually owned and charges clients via a blend of asset-based fees and hourly billing. It maintains an affiliation with an insurance company and is not positioned as a capital allocator or a multi-state advisory platform. Heritage Legacy does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
David Do
Founder & Wealth AdvisorCRD 5327425
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Buffalo Grove, IL
Lake
Location
Buffalo Grove, IL
Headquartered in Buffalo Grove, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Lake
- Address
- 1450 Busch Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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