HERITAGE WEALTH MANAGEMENT, INC.
Legal name: HERITAGE WEALTH MANAGEMENT
CRD #122394 SEC #801-107506 HOUSTON, TX 713-871-9800
SEC Registered
Total AUM
$313.1M
Discretionary
$312.8M
Employees
7
Clients
101
Accounts
755
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $313.1M | $312.8M | $265.1K | 7 | 0 |
| Mar 2024 | $264.3M | $253.7M | $10.6M | 8 | 0 |
| Aug 2023 | $224.5M | $214M | $10.5M | 7 | 0 |
| May 2023 | $224.5M | $214M | $10.5M | 7 | 0 |
| Mar 2023 | $224.5M | $214M | $10.5M | 7 | 0 |
| Dec 2022 | $219M | $208.5M | $10.4M | 7 | 0 |
| Mar 2022 | $219M | $208.5M | $10.4M | 7 | 0 |
| Mar 2021 | $184.5M | $184.5M | $0 | 7 | 0 |
| May 2020 | $165.1M | $165.1M | $0 | 7 | 0 |
| Mar 2020 | $165.1M | $165.1M | $0 | 7 | 0 |
| Aug 2019 | $133.9M | $133.9M | $0 | 6 | 0 |
| Feb 2019 | $133.9M | $133.9M | $0 | 6 | 0 |
| Feb 2018 | $132.7M | $132.7M | $0 | 6 | 0 |
| Feb 2017 | $125.2M | $125.2M | $0 | 5 | 26 |
| Mar 2016 | $113.1M | $113.1M | $0 | 6 | 26 |
| Jan 2013 | $74.2M | $74.2M | $0 | 5 | 26 |
| Mar 2012 | $139.4M | $135.4M | $4M | 6 | 26 |
| Apr 2011 | $141.2M | $137.9M | $3.3M | 10 | -- |
| Mar 2011 | $141.2M | $137.9M | $3.3M | 10 | -- |
| Jun 2010 | $108.5M | $105.5M | $3M | 10 | -- |
| Mar 2010 | $108.5M | $105.5M | $3M | 10 | -- |
| Apr 2009 | $78.1M | $75.8M | $2.3M | 10 | -- |
| Feb 2009 | $78.1M | $75.8M | $2.3M | 10 | -- |
| Mar 2008 | $114.2M | $110.9M | $3.3M | 10 | -- |
| Mar 2007 | $95M | $93M | $2M | 10 | -- |
| Sep 2005 | $48.4M | $37.8M | $10.6M | 10 | -- |
| Sep 2005 | $48.4M | $37.8M | $10.6M | 10 | -- |
| Feb 2005 | $48.4M | $37.8M | $10.6M | 10 | -- |
| Aug 2004 | $32.6M | $28.4M | $4.2M | 10 | -- |
DateMar 2025
Total AUM$313.1M
Discretionary$312.8M
Non-Disc.$265.1K
Employees7
Clients0
DateMar 2024
Total AUM$264.3M
Discretionary$253.7M
Non-Disc.$10.6M
Employees8
Clients0
DateAug 2023
Total AUM$224.5M
Discretionary$214M
Non-Disc.$10.5M
Employees7
Clients0
DateMay 2023
Total AUM$224.5M
Discretionary$214M
Non-Disc.$10.5M
Employees7
Clients0
DateMar 2023
Total AUM$224.5M
Discretionary$214M
Non-Disc.$10.5M
Employees7
Clients0
DateDec 2022
Total AUM$219M
Discretionary$208.5M
Non-Disc.$10.4M
Employees7
Clients0
DateMar 2022
Total AUM$219M
Discretionary$208.5M
Non-Disc.$10.4M
Employees7
Clients0
DateMar 2021
Total AUM$184.5M
Discretionary$184.5M
Non-Disc.$0
Employees7
Clients0
DateMay 2020
Total AUM$165.1M
Discretionary$165.1M
Non-Disc.$0
Employees7
Clients0
DateMar 2020
Total AUM$165.1M
Discretionary$165.1M
Non-Disc.$0
Employees7
Clients0
DateAug 2019
Total AUM$133.9M
Discretionary$133.9M
Non-Disc.$0
Employees6
Clients0
DateFeb 2019
Total AUM$133.9M
Discretionary$133.9M
Non-Disc.$0
Employees6
Clients0
DateFeb 2018
Total AUM$132.7M
Discretionary$132.7M
Non-Disc.$0
Employees6
Clients0
DateFeb 2017
Total AUM$125.2M
Discretionary$125.2M
Non-Disc.$0
Employees5
Clients26
DateMar 2016
Total AUM$113.1M
Discretionary$113.1M
Non-Disc.$0
Employees6
Clients26
DateJan 2013
Total AUM$74.2M
Discretionary$74.2M
Non-Disc.$0
Employees5
Clients26
DateMar 2012
Total AUM$139.4M
Discretionary$135.4M
Non-Disc.$4M
Employees6
Clients26
DateApr 2011
Total AUM$141.2M
Discretionary$137.9M
Non-Disc.$3.3M
Employees10
Clients--
DateMar 2011
Total AUM$141.2M
Discretionary$137.9M
Non-Disc.$3.3M
Employees10
Clients--
DateJun 2010
Total AUM$108.5M
Discretionary$105.5M
Non-Disc.$3M
Employees10
Clients--
DateMar 2010
Total AUM$108.5M
Discretionary$105.5M
Non-Disc.$3M
Employees10
Clients--
DateApr 2009
Total AUM$78.1M
Discretionary$75.8M
Non-Disc.$2.3M
Employees10
Clients--
DateFeb 2009
Total AUM$78.1M
Discretionary$75.8M
Non-Disc.$2.3M
Employees10
Clients--
DateMar 2008
Total AUM$114.2M
Discretionary$110.9M
Non-Disc.$3.3M
Employees10
Clients--
DateMar 2007
Total AUM$95M
Discretionary$93M
Non-Disc.$2M
Employees10
Clients--
DateSep 2005
Total AUM$48.4M
Discretionary$37.8M
Non-Disc.$10.6M
Employees10
Clients--
DateSep 2005
Total AUM$48.4M
Discretionary$37.8M
Non-Disc.$10.6M
Employees10
Clients--
DateFeb 2005
Total AUM$48.4M
Discretionary$37.8M
Non-Disc.$10.6M
Employees10
Clients--
DateAug 2004
Total AUM$32.6M
Discretionary$28.4M
Non-Disc.$4.2M
Employees10
Clients--