HERITAGE WEALTH MANAGEMENT

Overview

Heritage Wealth Management is an independent registered investment adviser organized as a corporation and SEC-registered in 2016. The firm is owner-operated and focuses on serving individuals and families, providing financial planning and portfolio management for individuals and small businesses. Its fee schedule includes a percentage-of-AUM component alongside hourly and fixed-fee arrangements. Heritage describes itself as a non-ESG investor and does not present itself as a multi-state adviser or pension consultant. The firm is not structured as a capital allocator, indicating its primary activity is direct advisory and portfolio management rather than operating third‑party fund platforms.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices