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 a privately held limited liability company owned by an individual. The firm combines insurance brokerage with fee-based advisory work, offering financial planning and portfolio management services targeted at individuals and small businesses. Its published fee model includes both a percentage of assets under management and hourly billing. Registry details such as the SEC registration year are not provided. The firm is not identified as a capital allocator, does not report being an active ESG investor, and does not operate as a multi-state adviser.
Assets & Accounts
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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