Heritage Wealth Management, Inc.

Overview

Heritage Wealth Management, Inc. is an independent, SEC-registered investment adviser that operates as a capital allocator for both individual/family and institutional clients. The firm was first registered with the SEC in 2021 and is organized as a corporation owned by domestic individuals. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and selection of third‑party advisers. Heritage also sponsors and serves as GP or managing member of pooled vehicles, indicating an active role on both the advisory and sponsor sides of private fund activity. Fee arrangements are flexible and include asset‑based fees, hourly and fixed fees, and performance‑based compensation in some circumstances. The firm does not present itself as an active ESG investor and is not a multistate or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives