HERITAGE FINANCIAL, LLC
Legal name: HERITAGE FINANCIAL LLC
CRD #285149 SEC #801-114336 GAINESVILLE, VA (703) 754-1233
SEC Registered
Total AUM
$334.7M
Discretionary
$307.9M
Employees
6
Clients
251
Accounts
1,380
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $334.7M | $307.9M | $26.8M | 6 | 5 |
| Mar 2025 | $334.7M | $307.9M | $26.8M | 7 | 5 |
| Aug 2024 | $280.6M | $256.8M | $23.8M | 8 | 2 |
| Jun 2024 | $280.6M | $256.8M | $23.8M | 8 | 2 |
| Mar 2024 | $280.6M | $256.8M | $23.8M | 7 | 2 |
| Aug 2023 | $228.8M | $194M | $34.8M | 8 | 2 |
| Jun 2023 | $228.8M | $194M | $34.8M | 8 | 2 |
| Mar 2023 | $228.8M | $194M | $34.8M | 8 | 2 |
| Oct 2022 | $240.3M | $209.6M | $30.7M | 8 | 6 |
| Mar 2022 | $240.3M | $209.6M | $30.7M | 7 | 6 |
| Mar 2021 | $199.6M | $175.9M | $23.7M | 7 | 6 |
| Dec 2020 | $168.5M | $0 | $168.5M | 7 | 2 |
| Oct 2020 | $168.5M | $0 | $168.5M | 7 | 2 |
| Oct 2020 | $168.5M | $0 | $168.5M | 7 | 2 |
| Aug 2020 | $168.5M | $0 | $168.5M | 6 | 2 |
| Aug 2020 | $168.5M | $0 | $168.5M | 6 | 2 |
| Jun 2020 | $168.5M | $0 | $168.5M | 7 | 2 |
| May 2020 | $168.5M | $0 | $168.5M | 7 | 2 |
| Mar 2020 | $168.5M | $0 | $168.5M | 7 | 2 |
| Nov 2019 | $102.1M | $0 | $102.1M | 7 | 5 |
| Jun 2019 | $102.1M | $0 | $102.1M | 6 | 5 |
| Mar 2019 | $102.1M | $0 | $102.1M | 6 | 5 |
| Jan 2019 | $102.1M | $0 | $102.1M | 6 | 5 |
| Oct 2018 | $104.7M | $0 | $104.7M | 7 | 2 |
DateOct 2025
Total AUM$334.7M
Discretionary$307.9M
Non-Disc.$26.8M
Employees6
Clients5
DateMar 2025
Total AUM$334.7M
Discretionary$307.9M
Non-Disc.$26.8M
Employees7
Clients5
DateAug 2024
Total AUM$280.6M
Discretionary$256.8M
Non-Disc.$23.8M
Employees8
Clients2
DateJun 2024
Total AUM$280.6M
Discretionary$256.8M
Non-Disc.$23.8M
Employees8
Clients2
DateMar 2024
Total AUM$280.6M
Discretionary$256.8M
Non-Disc.$23.8M
Employees7
Clients2
DateAug 2023
Total AUM$228.8M
Discretionary$194M
Non-Disc.$34.8M
Employees8
Clients2
DateJun 2023
Total AUM$228.8M
Discretionary$194M
Non-Disc.$34.8M
Employees8
Clients2
DateMar 2023
Total AUM$228.8M
Discretionary$194M
Non-Disc.$34.8M
Employees8
Clients2
DateOct 2022
Total AUM$240.3M
Discretionary$209.6M
Non-Disc.$30.7M
Employees8
Clients6
DateMar 2022
Total AUM$240.3M
Discretionary$209.6M
Non-Disc.$30.7M
Employees7
Clients6
DateMar 2021
Total AUM$199.6M
Discretionary$175.9M
Non-Disc.$23.7M
Employees7
Clients6
DateDec 2020
Total AUM$168.5M
Discretionary$0
Non-Disc.$168.5M
Employees7
Clients2
DateOct 2020
Total AUM$168.5M
Discretionary$0
Non-Disc.$168.5M
Employees7
Clients2
DateOct 2020
Total AUM$168.5M
Discretionary$0
Non-Disc.$168.5M
Employees7
Clients2
DateAug 2020
Total AUM$168.5M
Discretionary$0
Non-Disc.$168.5M
Employees6
Clients2
DateAug 2020
Total AUM$168.5M
Discretionary$0
Non-Disc.$168.5M
Employees6
Clients2
DateJun 2020
Total AUM$168.5M
Discretionary$0
Non-Disc.$168.5M
Employees7
Clients2
DateMay 2020
Total AUM$168.5M
Discretionary$0
Non-Disc.$168.5M
Employees7
Clients2
DateMar 2020
Total AUM$168.5M
Discretionary$0
Non-Disc.$168.5M
Employees7
Clients2
DateNov 2019
Total AUM$102.1M
Discretionary$0
Non-Disc.$102.1M
Employees7
Clients5
DateJun 2019
Total AUM$102.1M
Discretionary$0
Non-Disc.$102.1M
Employees6
Clients5
DateMar 2019
Total AUM$102.1M
Discretionary$0
Non-Disc.$102.1M
Employees6
Clients5
DateJan 2019
Total AUM$102.1M
Discretionary$0
Non-Disc.$102.1M
Employees6
Clients5
DateOct 2018
Total AUM$104.7M
Discretionary$0
Non-Disc.$104.7M
Employees7
Clients2