HERITAGE WEALTH MANAGEMENT GROUP, LTD
CRD #148459 SEC #801-120938 NORFOLK, VA 757-321-3725 EXT. 205
SEC Registered
Total AUM
$124.1M
Discretionary
$121M
Employees
6
Clients
101
Accounts
443
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $124.1M | $121M | $3.1M | 6 | 0 |
| Nov 2025 | $124.1M | $121M | $3.1M | 6 | 0 |
| Jun 2025 | $124.1M | $121M | $3.1M | 6 | 0 |
| May 2025 | $124.1M | $121M | $3.1M | 7 | 0 |
| Mar 2025 | $124.1M | $121M | $3.1M | 6 | 0 |
| Mar 2025 | $124.1M | $121M | $3.1M | 5 | 0 |
| Jan 2025 | $124.1M | $121M | $3.1M | 5 | 0 |
| Jan 2025 | $156.7M | $137.5M | $19.2M | 5 | 0 |
| Jul 2024 | $156.7M | $137.5M | $19.2M | 5 | 0 |
| Jul 2024 | $156.7M | $137.5M | $19.2M | 5 | 0 |
| May 2024 | $156.7M | $137.5M | $19.2M | 6 | 0 |
| May 2024 | $156.7M | $137.5M | $19.2M | 5 | 0 |
| Mar 2024 | $156.7M | $137.5M | $19.2M | 5 | 0 |
| Jan 2024 | $134.2M | $119.9M | $14.3M | 5 | 0 |
| Jan 2024 | $134.2M | $119.9M | $14.3M | 5 | 0 |
| Dec 2023 | $134.2M | $119.9M | $14.3M | 6 | 0 |
| Nov 2023 | $134.2M | $119.9M | $14.3M | 6 | 0 |
| Aug 2023 | $134.2M | $119.9M | $14.3M | 8 | 0 |
| Aug 2023 | $134.2M | $119.9M | $14.3M | 7 | 0 |
| Apr 2023 | $134.2M | $119.9M | $14.3M | 7 | 0 |
| Mar 2023 | $134.2M | $119.9M | $14.3M | 6 | 0 |
| Mar 2023 | $134.2M | $119.9M | $14.3M | 6 | 0 |
| Feb 2023 | $134.2M | $119.9M | $14.3M | 6 | 0 |
| Jan 2023 | $160.1M | $138.6M | $21.5M | 6 | 0 |
| Dec 2022 | $160.1M | $138.6M | $21.5M | 6 | 0 |
| Nov 2022 | $160.1M | $138.6M | $21.5M | 7 | 0 |
| Oct 2022 | $160.1M | $138.6M | $21.5M | 8 | 0 |
| Sep 2022 | $160.1M | $138.6M | $21.5M | 9 | 0 |
| Jul 2022 | $160.1M | $138.6M | $21.5M | 9 | 0 |
| Jul 2022 | $160.1M | $138.6M | $21.5M | 8 | 0 |
| May 2022 | $160.1M | $138.6M | $21.5M | 8 | 0 |
| Mar 2022 | $160.1M | $138.6M | $21.5M | 8 | 0 |
| Jan 2022 | $137.5M | $115.6M | $21.8M | 8 | 0 |
| Dec 2021 | $137.5M | $115.6M | $21.8M | 8 | 0 |
| Oct 2021 | $137.5M | $115.6M | $21.8M | 8 | 0 |
| Jul 2021 | $137.5M | $115.6M | $21.8M | 8 | 0 |
| Jun 2021 | $137.5M | $115.6M | $21.8M | 8 | 0 |
| Apr 2021 | $137.5M | $115.6M | $21.8M | 9 | 0 |
| Apr 2021 | $137.5M | $115.6M | $21.8M | 9 | 0 |
| Apr 2021 | $137.5M | $115.6M | $21.8M | 9 | 0 |
| Mar 2021 | $137.5M | $115.6M | $21.8M | 9 | 0 |
| Jun 2012 | $44M | $40.7M | $3.3M | 1 | 300 |
| Jun 2012 | $44M | $40.7M | $3.3M | 1 | 300 |
| Jun 2012 | $44M | $43.1M | $879.1K | 1 | 300 |
| Mar 2012 | $44M | $43.1M | $879.1K | 1 | 300 |
| Dec 2011 | $42.2M | $38.8M | $3.5M | 1 | 200 |
| May 2011 | $42.2M | $38.8M | $3.5M | 5 | -- |
| Apr 2011 | $42.2M | $38.8M | $3.5M | 5 | -- |
| Mar 2011 | $42.2M | $38.8M | $3.5M | 5 | -- |
| Jan 2011 | $39M | $28.6M | $10.5M | 5 | -- |
| Mar 2009 | $27.8M | $27.8M | $0 | 5 | -- |
DateDec 2025
Total AUM$124.1M
Discretionary$121M
Non-Disc.$3.1M
Employees6
Clients0
DateNov 2025
Total AUM$124.1M
Discretionary$121M
Non-Disc.$3.1M
Employees6
Clients0
DateJun 2025
Total AUM$124.1M
Discretionary$121M
Non-Disc.$3.1M
Employees6
Clients0
DateMay 2025
Total AUM$124.1M
Discretionary$121M
Non-Disc.$3.1M
Employees7
Clients0
DateMar 2025
Total AUM$124.1M
Discretionary$121M
Non-Disc.$3.1M
Employees6
Clients0
DateMar 2025
Total AUM$124.1M
Discretionary$121M
Non-Disc.$3.1M
Employees5
Clients0
DateJan 2025
Total AUM$124.1M
Discretionary$121M
Non-Disc.$3.1M
Employees5
Clients0
DateJan 2025
Total AUM$156.7M
Discretionary$137.5M
Non-Disc.$19.2M
Employees5
Clients0
DateJul 2024
Total AUM$156.7M
Discretionary$137.5M
Non-Disc.$19.2M
Employees5
Clients0
DateJul 2024
Total AUM$156.7M
Discretionary$137.5M
Non-Disc.$19.2M
Employees5
Clients0
DateMay 2024
Total AUM$156.7M
Discretionary$137.5M
Non-Disc.$19.2M
Employees6
Clients0
DateMay 2024
Total AUM$156.7M
Discretionary$137.5M
Non-Disc.$19.2M
Employees5
Clients0
DateMar 2024
Total AUM$156.7M
Discretionary$137.5M
Non-Disc.$19.2M
Employees5
Clients0
DateJan 2024
Total AUM$134.2M
Discretionary$119.9M
Non-Disc.$14.3M
Employees5
Clients0
DateJan 2024
Total AUM$134.2M
Discretionary$119.9M
Non-Disc.$14.3M
Employees5
Clients0
DateDec 2023
Total AUM$134.2M
Discretionary$119.9M
Non-Disc.$14.3M
Employees6
Clients0
DateNov 2023
Total AUM$134.2M
Discretionary$119.9M
Non-Disc.$14.3M
Employees6
Clients0
DateAug 2023
Total AUM$134.2M
Discretionary$119.9M
Non-Disc.$14.3M
Employees8
Clients0
DateAug 2023
Total AUM$134.2M
Discretionary$119.9M
Non-Disc.$14.3M
Employees7
Clients0
DateApr 2023
Total AUM$134.2M
Discretionary$119.9M
Non-Disc.$14.3M
Employees7
Clients0
DateMar 2023
Total AUM$134.2M
Discretionary$119.9M
Non-Disc.$14.3M
Employees6
Clients0
DateMar 2023
Total AUM$134.2M
Discretionary$119.9M
Non-Disc.$14.3M
Employees6
Clients0
DateFeb 2023
Total AUM$134.2M
Discretionary$119.9M
Non-Disc.$14.3M
Employees6
Clients0
DateJan 2023
Total AUM$160.1M
Discretionary$138.6M
Non-Disc.$21.5M
Employees6
Clients0
DateDec 2022
Total AUM$160.1M
Discretionary$138.6M
Non-Disc.$21.5M
Employees6
Clients0
DateNov 2022
Total AUM$160.1M
Discretionary$138.6M
Non-Disc.$21.5M
Employees7
Clients0
DateOct 2022
Total AUM$160.1M
Discretionary$138.6M
Non-Disc.$21.5M
Employees8
Clients0
DateSep 2022
Total AUM$160.1M
Discretionary$138.6M
Non-Disc.$21.5M
Employees9
Clients0
DateJul 2022
Total AUM$160.1M
Discretionary$138.6M
Non-Disc.$21.5M
Employees9
Clients0
DateJul 2022
Total AUM$160.1M
Discretionary$138.6M
Non-Disc.$21.5M
Employees8
Clients0
DateMay 2022
Total AUM$160.1M
Discretionary$138.6M
Non-Disc.$21.5M
Employees8
Clients0
DateMar 2022
Total AUM$160.1M
Discretionary$138.6M
Non-Disc.$21.5M
Employees8
Clients0
DateJan 2022
Total AUM$137.5M
Discretionary$115.6M
Non-Disc.$21.8M
Employees8
Clients0
DateDec 2021
Total AUM$137.5M
Discretionary$115.6M
Non-Disc.$21.8M
Employees8
Clients0
DateOct 2021
Total AUM$137.5M
Discretionary$115.6M
Non-Disc.$21.8M
Employees8
Clients0
DateJul 2021
Total AUM$137.5M
Discretionary$115.6M
Non-Disc.$21.8M
Employees8
Clients0
DateJun 2021
Total AUM$137.5M
Discretionary$115.6M
Non-Disc.$21.8M
Employees8
Clients0
DateApr 2021
Total AUM$137.5M
Discretionary$115.6M
Non-Disc.$21.8M
Employees9
Clients0
DateApr 2021
Total AUM$137.5M
Discretionary$115.6M
Non-Disc.$21.8M
Employees9
Clients0
DateApr 2021
Total AUM$137.5M
Discretionary$115.6M
Non-Disc.$21.8M
Employees9
Clients0
DateMar 2021
Total AUM$137.5M
Discretionary$115.6M
Non-Disc.$21.8M
Employees9
Clients0
DateJun 2012
Total AUM$44M
Discretionary$40.7M
Non-Disc.$3.3M
Employees1
Clients300
DateJun 2012
Total AUM$44M
Discretionary$40.7M
Non-Disc.$3.3M
Employees1
Clients300
DateJun 2012
Total AUM$44M
Discretionary$43.1M
Non-Disc.$879.1K
Employees1
Clients300
DateMar 2012
Total AUM$44M
Discretionary$43.1M
Non-Disc.$879.1K
Employees1
Clients300
DateDec 2011
Total AUM$42.2M
Discretionary$38.8M
Non-Disc.$3.5M
Employees1
Clients200
DateMay 2011
Total AUM$42.2M
Discretionary$38.8M
Non-Disc.$3.5M
Employees5
Clients--
DateApr 2011
Total AUM$42.2M
Discretionary$38.8M
Non-Disc.$3.5M
Employees5
Clients--
DateMar 2011
Total AUM$42.2M
Discretionary$38.8M
Non-Disc.$3.5M
Employees5
Clients--
DateJan 2011
Total AUM$39M
Discretionary$28.6M
Non-Disc.$10.5M
Employees5
Clients--
DateMar 2009
Total AUM$27.8M
Discretionary$27.8M
Non-Disc.$0
Employees5
Clients--