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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 11, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BLANKENSHIP, STEVEN, LEE | I | MANAGING MEMBER | NA | Control |
| BLANKENSHIP, STEVEN, LEE | I | MANAGING MEMBER | NA | Control |
| BLANKENSHIP, STEVEN, LEE | I | MANAGING MEMBER | NA | Control |
| BLANKENSHIP, STEVEN, LEE | I | MANAGING MEMBER | NA | Control |
| BLANKENSHIP, STEVEN, LEE | I | MANAGING MEMBER | NA | Control |
| Chastain, Mary, Sample | I | CHIEF COMPLIANCE OFFICER | NA | |
| Chastain, Mary, Sample | I | CHIEF COMPLIANCE OFFICER | NA | |
| Chastain, Mary, Sample | I | CHIEF COMPLIANCE OFFICER | NA | |
| Chastain, Mary, Sample | I | CHIEF COMPLIANCE OFFICER | NA | |
| Chastain, Mary, Sample | I | CHIEF COMPLIANCE OFFICER | NA | |
| BLANKENSHIP, STEVEN, LEE | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| BLANKENSHIP, STEVEN, LEE | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| BLANKENSHIP, STEVEN, LEE | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| BLANKENSHIP, STEVEN, LEE | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| BLANKENSHIP, STEVEN, LEE | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| BLANKENSHIP, STEVEN, LEE | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| BLANKENSHIP, STEVEN, LEE | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| BLANKENSHIP, STEVEN, LEE | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| BLANKENSHIP, STEVEN, LEE | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| BLANKENSHIP, STEVEN, LEE | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| BLANKENSHIP, STEVEN, LEE | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| BLANKENSHIP, STEVEN, LEE | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| BLANKENSHIP, STEVEN, LEE | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| BLANKENSHIP, STEVEN, LEE | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| BLANKENSHIP, STEVEN, LEE | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| BLANKENSHIP, STEVEN, LEE | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| BLANKENSHIP, STEVEN, LEE | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| BLANKENSHIP, STEVEN, LEE | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| BLANKENSHIP, STEVEN, LEE | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| BLANKENSHIP, STEVEN, LEE | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| BLANKENSHIP, STEVEN, LEE | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| LANSWAN INVESTMENTS, LLC | DE | OWNER | E | Control |
| LANSWAN INVESTMENTS, LLC | DE | OWNER | E | Control |
| LANSWAN INVESTMENTS, LLC | DE | OWNER | E | Control |
| LANSWAN INVESTMENTS, LLC | DE | OWNER | E | Control |
| LANSWAN INVESTMENTS, LLC | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BLANKENSHIP, STEVEN, LEE | I | LANSWAN INVESTMENTS, LLC | E | Control |
| BLANKENSHIP, STEVEN, LEE | I | LANSWAN INVESTMENTS, LLC | E | Control |
| BLANKENSHIP, STEVEN, LEE | I | LANSWAN INVESTMENTS, LLC | E | Control |
| BLANKENSHIP, STEVEN, LEE | I | LANSWAN INVESTMENTS, LLC | E | Control |
Registrations
Federal
IA
Feb 11, 2025 REGISTERED
Notice Filings (5)
CA GA LA TN TX
Address
10440 N. CENTRAL EXPRESSWAYSUITE 1540
DALLAS, TX 75231
United States
Phone: 214-446-2100