HFP WEALTH MANAGEMENT, LLC
Legal name: HERITAGE FINANCIAL PLANNING
CRD #131525 SEC #801-80348 DALLAS, TX 214-446-2100
SEC Registered
Total AUM
$315.1M
Discretionary
$315.1M
Employees
5
Clients
101
Accounts
592
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $315.1M | $315.1M | $0 | 5 | 14 |
| Mar 2024 | $280.8M | $280.8M | $0 | 7 | 19 |
| Nov 2023 | $239.2M | $239.2M | $0 | 5 | 19 |
| Mar 2023 | $239.2M | $239.2M | $0 | 5 | 19 |
| Mar 2023 | $239.2M | $239.2M | $0 | 5 | 19 |
| Dec 2022 | $262.5M | $262.5M | $0 | 4 | 0 |
| Jul 2022 | $262.5M | $262.5M | $0 | 4 | 0 |
| Mar 2022 | $262.5M | $262.5M | $0 | 4 | 0 |
| Mar 2022 | $262.5M | $262.5M | $0 | 4 | 0 |
| Jan 2022 | $217.9M | $217.8M | $124.4K | 4 | 0 |
| Jun 2021 | $217.9M | $217.8M | $124.4K | 4 | 0 |
| Mar 2021 | $217.9M | $217.8M | $124.4K | 4 | 0 |
| Jun 2020 | $187.7M | $187.7M | $0 | 3 | 0 |
| Apr 2020 | $187.7M | $187.7M | $0 | 3 | 0 |
| Mar 2020 | $187.7M | $187.7M | $0 | 3 | 0 |
| Mar 2020 | $187.7M | $187.7M | $0 | 3 | 0 |
| Jan 2020 | $157.5M | $157.5M | $0 | 3 | 0 |
| Mar 2019 | $157.5M | $157.5M | $0 | 2 | 0 |
| Nov 2018 | $188M | $188M | $0 | 3 | 0 |
| Mar 2018 | $188M | $188M | $0 | 3 | 0 |
| Sep 2017 | $157.7M | $157.7M | $0 | 4 | 109 |
| Sep 2017 | $157.7M | $157.7M | $0 | 4 | 109 |
| Mar 2017 | $157.7M | $157.7M | $0 | 4 | 109 |
| Feb 2016 | $130.4M | $130.4M | $0 | 5 | 110 |
| Jan 2015 | $123.3M | $118.7M | $4.6M | 5 | 111 |
| Sep 2014 | $114.2M | $25.1M | $89.1M | 4 | 26 |
DateFeb 2025
Total AUM$315.1M
Discretionary$315.1M
Non-Disc.$0
Employees5
Clients14
DateMar 2024
Total AUM$280.8M
Discretionary$280.8M
Non-Disc.$0
Employees7
Clients19
DateNov 2023
Total AUM$239.2M
Discretionary$239.2M
Non-Disc.$0
Employees5
Clients19
DateMar 2023
Total AUM$239.2M
Discretionary$239.2M
Non-Disc.$0
Employees5
Clients19
DateMar 2023
Total AUM$239.2M
Discretionary$239.2M
Non-Disc.$0
Employees5
Clients19
DateDec 2022
Total AUM$262.5M
Discretionary$262.5M
Non-Disc.$0
Employees4
Clients0
DateJul 2022
Total AUM$262.5M
Discretionary$262.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$262.5M
Discretionary$262.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$262.5M
Discretionary$262.5M
Non-Disc.$0
Employees4
Clients0
DateJan 2022
Total AUM$217.9M
Discretionary$217.8M
Non-Disc.$124.4K
Employees4
Clients0
DateJun 2021
Total AUM$217.9M
Discretionary$217.8M
Non-Disc.$124.4K
Employees4
Clients0
DateMar 2021
Total AUM$217.9M
Discretionary$217.8M
Non-Disc.$124.4K
Employees4
Clients0
DateJun 2020
Total AUM$187.7M
Discretionary$187.7M
Non-Disc.$0
Employees3
Clients0
DateApr 2020
Total AUM$187.7M
Discretionary$187.7M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$187.7M
Discretionary$187.7M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$187.7M
Discretionary$187.7M
Non-Disc.$0
Employees3
Clients0
DateJan 2020
Total AUM$157.5M
Discretionary$157.5M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$157.5M
Discretionary$157.5M
Non-Disc.$0
Employees2
Clients0
DateNov 2018
Total AUM$188M
Discretionary$188M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$188M
Discretionary$188M
Non-Disc.$0
Employees3
Clients0
DateSep 2017
Total AUM$157.7M
Discretionary$157.7M
Non-Disc.$0
Employees4
Clients109
DateSep 2017
Total AUM$157.7M
Discretionary$157.7M
Non-Disc.$0
Employees4
Clients109
DateMar 2017
Total AUM$157.7M
Discretionary$157.7M
Non-Disc.$0
Employees4
Clients109
DateFeb 2016
Total AUM$130.4M
Discretionary$130.4M
Non-Disc.$0
Employees5
Clients110
DateJan 2015
Total AUM$123.3M
Discretionary$118.7M
Non-Disc.$4.6M
Employees5
Clients111
DateSep 2014
Total AUM$114.2M
Discretionary$25.1M
Non-Disc.$89.1M
Employees4
Clients26