HERITAGE WEALTH MANAGEMENT, INC.
Legal name: HERITAGE WEALTH MANAGEMENT
CRD #159158 SEC #801-132674 MEDFORD, MA 800-620-9330
SEC Registered
Total AUM
$118.3M
Discretionary
$117.4M
Employees
2
Clients
--
Accounts
354
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $118.3M | $117.4M | $864.6K | 2 | 0 |
| Apr 2025 | $118.3M | $117.4M | $864.6K | 2 | 0 |
| Apr 2025 | $118.3M | $117.4M | $864.6K | 2 | 0 |
DateJun 2025
Total AUM$118.3M
Discretionary$117.4M
Non-Disc.$864.6K
Employees2
Clients0
DateApr 2025
Total AUM$118.3M
Discretionary$117.4M
Non-Disc.$864.6K
Employees2
Clients0
DateApr 2025
Total AUM$118.3M
Discretionary$117.4M
Non-Disc.$864.6K
Employees2
Clients0