HERITAGE FINANCIAL ADVISORS, LLC
CRD #154955 SEC #801-110101 WATERVILLE, OH 419-887-5887
SEC Registered
Total AUM
$171.7M
Discretionary
$0
Employees
1
Clients
101
Accounts
469
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 8, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SARGEANT, CHARLOTTE, B | I | MANAGING MEMBER | NA | Control |
| SARGEANT, CHARLOTTE, B | I | MANAGING MEMBER | NA | Control |
| SARGEANT, CHARLOTTE, B | I | MANAGING MEMBER | NA | Control |
| SARGEANT, CHARLOTTE, B | I | MANAGING MEMBER | NA | Control |
| SARGEANT, CHARLOTTE, B | I | MANAGING MEMBER | NA | Control |
| SARGEANT, CHARLOTTE, B | I | MANAGING MEMBER | NA | Control |
| SARGEANT, CHARLOTTE, B | I | MANAGING MEMBER | NA | Control |
| SARGEANT, CHARLOTTE, B | I | MANAGING MEMBER | NA | Control |
| SARGEANT, CHARLOTTE, BOWMAN | I | MANAGING MEMBER | NA | Control |
| SARGEANT, CHARLOTTE, BOWMAN | I | MANAGING MEMBER | NA | Control |
| SARGEANT, CHARLOTTE, BOWMAN | I | MANAGING MEMBER | NA | Control |
| SARGEANT, CHARLOTTE, BOWMAN | I | MANAGING MEMBER | NA | Control |
| WRIGHT, SASHA, M | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| WRIGHT, SASHA, M | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| WRIGHT, SASHA, M | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| WRIGHT, SASHA, M | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| WRIGHT, SASHA, M | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| WRIGHT, SASHA, M | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| WRIGHT, SASHA, M | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| WRIGHT, SASHA, M | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| WRIGHT, SASHA, MARIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| WRIGHT, SASHA, MARIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| WRIGHT, SASHA, MARIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| WRIGHT, SASHA, MARIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| WRIGHT, SASHA, MARIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| WRIGHT, SASHA, MARIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| WRIGHT, SASHA, MARIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| WRIGHT, SASHA, MARIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| WRIGHT, SASHA, MARIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| WRIGHT, SASHA, MARIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| WRIGHT, SASHA, MARIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| WRIGHT, SASHA, MARIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| WRIGHT, SASHA, MARIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| WRIGHT, SASHA, MARIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| WRIGHT, SASHA, MARIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| WRIGHT, SASHA, MARIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| S.M. WRIGHT, LLC | DE | MEMBER | E | Control |
| S.M. WRIGHT, LLC | DE | MEMBER | D | |
| S.M. WRIGHT, LLC | DE | MEMBER | D | |
| S.M. WRIGHT, LLC | DE | MEMBER | D | |
| S.M. WRIGHT, LLC | DE | MEMBER | D | Control |
| S.M. WRIGHT, LLC | DE | MEMBER | D | Control |
| S.M. WRIGHT, LLC | DE | MEMBER | D | Control |
| S.M. WRIGHT, LLC | DE | MEMBER | D | Control |
| S.M. WRIGHT, LLC | DE | MEMBER | D | Control |
| S.M. WRIGHT, LLC | DE | MEMBER | D | Control |
| S.M. WRIGHT, LLC | DE | MEMBER | D | Control |
| S.M. WRIGHT, LLC | DE | MEMBER | D | Control |
| HERITAGE II, LLC | DE | MEMBER | C | Control |
| HERITAGE II, LLC | DE | MEMBER | C | Control |
| HERITAGE II, LLC | DE | MEMBER | C | Control |
| HERITAGE II, LLC | DE | MEMBER | C | Control |
| HERITAGE II, LLC | DE | MEMBER | C | Control |
| HERITAGE II, LLC | DE | MEMBER | C | Control |
| HERITAGE II, LLC | DE | MEMBER | C | Control |
| HERITAGE II, LLC | DE | MEMBER | C | Control |
| HERITAGE II, LLC | DE | MEMBER | C | Control |
| HERITAGE II, LLC | DE | MEMBER | C | Control |
| HERITAGE II, LLC | DE | MEMBER | C | Control |
| HERITAGE II, LLC | DE | MEMBER | C | Control |
| HERITAGE II, LLC | DE | MEMBER | C | Control |
| HERITAGE II, LLC | DE | MEMBER | C | Control |
| HERITAGE II, LLC | DE | MEMBER | C | Control |
| HERITAGE II, LLC | DE | MEMBER | C | Control |
| HERITAGE II, LLC | DE | MEMBER | C | Control |
| HERITAGE II, LLC | DE | MEMBER | C | Control |
| HERITAGE II, LLC | DE | MEMBER | C | Control |
| HERITAGE II, LLC | DE | MEMBER | C | Control |
| HERITAGE II, LLC | DE | MEMBER | C | Control |
| HERITAGE II, LLC | DE | MEMBER | C | Control |
| NORTH COAST FINANCIAL ADVISORS LTD | DE | MEMBER | C | Control |
| NORTH COAST FINANCIAL ADVISORS LTD | DE | MEMBER | C | Control |
| NORTH COAST FINANCIAL ADVISORS LTD | DE | MEMBER | C | Control |
| NORTH COAST FINANCIAL ADVISORS LTD | DE | MEMBER | C | Control |
| NORTH COAST FINANCIAL ADVISORS, LTD | DE | MEMBER | C | Control |
| NORTH COAST FINANCIAL ADVISORS, LTD | DE | MEMBER | C | Control |
| NORTH COAST FINANCIAL ADVISORS, LTD | DE | MEMBER | C | Control |
| NORTH COAST FINANCIAL ADVISORS, LTD | DE | MEMBER | C | Control |
| NORTH COAST FINANCIAL ADVISORS, LTD | DE | MEMBER | C | Control |
| NORTH COAST FINANCIAL ADVISORS, LTD | DE | MEMBER | C | Control |
| NORTH COAST FINANCIAL ADVISORS, LTD | DE | MEMBER | C | Control |
| NORTH COAST FINANCIAL ADVISORS, LTD | DE | MEMBER | C | Control |
| S.M. WRIGHT, LLC | DE | MEMBER | C | |
| S.M. WRIGHT, LLC | DE | MEMBER | C | |
| S.M. WRIGHT, LLC | DE | MEMBER | C | |
| S.M. WRIGHT, LLC | DE | MEMBER | C | |
| S.M. WRIGHT, LLC | DE | MEMBER | C | |
| S.M. WRIGHT, LLC | DE | MEMBER | A | |
| S.M. WRIGHT, LLC | DE | MEMBER | A | |
| S.M. WRIGHT, LLC | DE | MEMBER | A | |
| S.M. WRIGHT, LLC | DE | MEMBER | A | |
| S.M. WRIGHT, LLC | DE | MEMBER | A | |
| S.M. WRIGHT, LLC | DE | MEMBER | A | |
| S.M. WRIGHT, LLC | DE | MEMBER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| SARGEANT, CHARLOTTE, B | I | NORTH COAST FINANCIAL ADVISORS, LTD | E | Control |
| SARGEANT, CHARLOTTE, B | I | NORTH COAST FINANCIAL ADVISORS, LTD | E | Control |
| SARGEANT, CHARLOTTE, B | I | NORTH COAST FINANCIAL ADVISORS, LTD | E | Control |
| SARGEANT, CHARLOTTE, B | I | NORTH COAST FINANCIAL ADVISORS, LTD | E | Control |
| SARGEANT, CHARLOTTE, B | I | NORTH COAST FINANCIAL ADVISORS, LTD | E | Control |
| SARGEANT, CHARLOTTE, B | I | NORTH COAST FINANCIAL ADVISORS, LTD | E | Control |
| SARGEANT, CHARLOTTE, B | I | NORTH COAST FINANCIAL ADVISORS, LTD | E | Control |
| SARGEANT, CHARLOTTE, B | I | NORTH COAST FINANCIAL ADVISORS, LTD | E | Control |
| SARGEANT, CHARLOTTE, BOWMAN | I | NORTH COAST FINANCIAL ADVISORS LTD | E | Control |
| SARGEANT, CHARLOTTE, BOWMAN | I | NORTH COAST FINANCIAL ADVISORS LTD | E | Control |
| SARGEANT, CHARLOTTE, BOWMAN | I | NORTH COAST FINANCIAL ADVISORS LTD | E | Control |
| SARGEANT, CHARLOTTE, BOWMAN | I | NORTH COAST FINANCIAL ADVISORS LTD | E | Control |
| SARGEANT, CHARLOTTE, BOWMAN | I | NORTH COAST FINANCIAL ADVISORS LTD | E | Control |
| WRIGHT, SASHA, M | I | HERITAGE II, LLC | E | Control |
| WRIGHT, SASHA, M | I | S.M. WRIGHT, LLC | E | Control |
| WRIGHT, SASHA, M | I | HERITAGE II, LLC | E | Control |
| WRIGHT, SASHA, M | I | S.M. WRIGHT, LLC | E | Control |
| WRIGHT, SASHA, M | I | HERITAGE II, LLC | E | Control |
| WRIGHT, SASHA, M | I | S.M. WRIGHT, LLC | E | Control |
| WRIGHT, SASHA, M | I | HERITAGE II, LLC | E | Control |
| WRIGHT, SASHA, M | I | S.M. WRIGHT, LLC | E | Control |
| WRIGHT, SASHA, M | I | HERITAGE II, LLC | E | Control |
| WRIGHT, SASHA, M | I | S.M. WRIGHT, LLC | E | Control |
| WRIGHT, SASHA, M | I | HERITAGE II, LLC | E | Control |
| WRIGHT, SASHA, M | I | S.M. WRIGHT, LLC | E | Control |
| WRIGHT, SASHA, M | I | HERITAGE II, LLC | E | Control |
| WRIGHT, SASHA, M | I | S.M. WRIGHT, LLC | E | Control |
| WRIGHT, SASHA, M | I | HERITAGE II, LLC | E | Control |
| WRIGHT, SASHA, M | I | S.M. WRIGHT, LLC | E | Control |
| WRIGHT, SASHA, MARIE | I | HERITAGE II, LLC | E | Control |
| WRIGHT, SASHA, MARIE | I | S.M. WRIGHT, LLC | E | Control |
| WRIGHT, SASHA, MARIE | I | S.M. WRIGHT, LLC | E | Control |
| WRIGHT, SASHA, MARIE | I | HERITAGE II, LLC | E | Control |
| WRIGHT, SASHA, MARIE | I | HERITAGE II, LLC | E | Control |
| WRIGHT, SASHA, MARIE | I | S.M. WRIGHT, LLC | E | Control |
| WRIGHT, SASHA, MARIE | I | HERITAGE II, LLC | E | Control |
| WRIGHT, SASHA, MARIE | I | S.M. WRIGHT, LLC | E | Control |
| WRIGHT, SASHA, MARIE | I | HERITAGE II, LLC | E | Control |
| WRIGHT, SASHA, MARIE | I | S.M. WRIGHT, LLC | E | Control |
| WRIGHT, SASHA, MARIE | I | HERITAGE II, LLC | E | Control |
| WRIGHT, SASHA, MARIE | I | S.M. WRIGHT, LLC | E | Control |
| WRIGHT, SASHA, MARIE | I | HERITAGE II, LLC | E | Control |
| WRIGHT, SASHA, MARIE | I | S.M. WRIGHT, LLC | E | Control |
| WRIGHT, SASHA, MARIE | I | HERITAGE II, LLC | E | Control |
| WRIGHT, SASHA, MARIE | I | S.M. WRIGHT, LLC | E | Control |
| WRIGHT, SASHA, MARIE | I | HERITAGE II, LLC | E | Control |
| WRIGHT, SASHA, MARIE | I | S.M. WRIGHT, LLC | E | Control |
| WRIGHT, SASHA, MARIE | I | HERITAGE II, LLC | E | Control |
| WRIGHT, SASHA, MARIE | I | S.M. WRIGHT, LLC | E | Control |
| WRIGHT, SASHA, MARIE | I | S.M. WRIGHT, LLC | E | Control |
| WRIGHT, SASHA, MARIE | I | S.M. WRIGHT, LLC | E | Control |
| WRIGHT, SASHA, MARIE | I | S.M. WRIGHT, LLC | E | Control |
| WRIGHT, SASHA, MARIE | I | HERITAGE II, LLC | C | Control |
| WRIGHT, SASHA, MARIE | I | HERITAGE II, LLC | C | Control |
| WRIGHT, SASHA, MARIE | I | HERITAGE II, LLC | C | Control |
Registrations
Federal
IA
May 8, 2025 REGISTERED
Notice Filings (2)
MI OH
Address
103 NORTH RIVER ROADSUITE A
WATERVILLE, OH 43566
United States
Phone: 419-887-5887