HERITAGE WEALTH ADVISORS

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Company Profile

As of Date 09/30/2024
Adviser Type - Large advisory firm
Number of Employees 41 17.14%
of those in investment advisory functions 21 10.53%
AUM* 4,498,123,888 27.29%
of that, discretionary 4,165,555,320 22.07%
Private Fund GAV* 207,600,006
Avg Account Size 1,926,391 29.56%
High Net Worth 53.40% -0.88%
SMA’s Yes
Private Funds 11 9
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Recent News

Reported AUM

4B 3B 3B 2B 2B 1B 523M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count11 GAV$207,600,006

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