HERITAGE WEALTH MANAGEMENT, LLC
CRD #158107 SEC #801-106598 PHOENIX, AZ (602) 569-9959
SEC Registered
Total AUM
$159.3M
Discretionary
$158.8M
Employees
8
Clients
251
Accounts
861
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2017 | $159.3M | $158.8M | $483K | 8 | 300 |
| Aug 2016 | $111M | $110M | $1M | 7 | 200 |
| Jul 2016 | $111M | $110M | $1M | 5 | 200 |
| Apr 2016 | $111M | $110M | $1M | 5 | 200 |
| Mar 2016 | $111M | $110M | $1M | 5 | 200 |
| Jan 2016 | $111M | $110M | $1M | 5 | 200 |
| Sep 2015 | $102M | $101M | $1M | 3 | 200 |
| Aug 2015 | $102M | $101M | $1M | 3 | 200 |
DateFeb 2017
Total AUM$159.3M
Discretionary$158.8M
Non-Disc.$483K
Employees8
Clients300
DateAug 2016
Total AUM$111M
Discretionary$110M
Non-Disc.$1M
Employees7
Clients200
DateJul 2016
Total AUM$111M
Discretionary$110M
Non-Disc.$1M
Employees5
Clients200
DateApr 2016
Total AUM$111M
Discretionary$110M
Non-Disc.$1M
Employees5
Clients200
DateMar 2016
Total AUM$111M
Discretionary$110M
Non-Disc.$1M
Employees5
Clients200
DateJan 2016
Total AUM$111M
Discretionary$110M
Non-Disc.$1M
Employees5
Clients200
DateSep 2015
Total AUM$102M
Discretionary$101M
Non-Disc.$1M
Employees3
Clients200
DateAug 2015
Total AUM$102M
Discretionary$101M
Non-Disc.$1M
Employees3
Clients200