RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
Massachusetts
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jun 25, 2025
Branch Offices
2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Horgan, Katherine, SalomeISENIOR MANAGING PRINCIPAL/CIONA
Horgan, Katherine, SalomeISENIOR MANAGING PRINCIPAL/CIONA
Horgan, Katherine, SalomeISENIOR MANAGING PRINCIPAL/CIONA
Horgan, Katherine, SalomeISENIOR MANAGING PRINCIPAL/CIONA
SERRATORE, VINCENTISENIOR MANAGING DIRECTOR, CCOE Control
SERRATORE, VINCENTISENIOR MANAGING DIRECTOR, CCOE Control
SERRATORE, VINCENTISENIOR MANAGING DIRECTOR, CCOE Control
SERRATORE, VINCENTISENIOR MANAGING DIRECTOR, CCOE Control

Registrations

Federal

IA
Jun 25, 2025 REGISTERED

Notice Filings (5)

FL MA NH RI TX

Address

0 GOVERNORS AVENUE
SUITE 34
MEDFORD, MA 02155
United States
Phone: 800-620-9330