HERITAGE WEALTH MANAGEMENT, LLC
CRD #287909 SEC #801-110550 PHOENIX, AZ 602-775-5400
SEC Registered
Total AUM
$545.1M
Discretionary
$545.1M
Employees
28
Clients
251
Accounts
807
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $545.1M | $545.1M | $0 | 28 | 0 |
| Jan 2023 | $590.5M | $590.5M | $0 | 28 | 0 |
| Dec 2022 | $590.5M | $590.5M | $0 | 28 | 0 |
| Aug 2022 | $590.5M | $590.5M | $0 | 28 | 0 |
| Jul 2022 | $590.5M | $590.5M | $0 | 28 | 0 |
| May 2022 | $590.5M | $590.5M | $0 | 28 | 0 |
| Apr 2022 | $590.5M | $590.5M | $0 | 28 | 0 |
| Apr 2022 | $590.5M | $590.5M | $0 | 28 | 0 |
| Mar 2022 | $590.5M | $590.5M | $0 | 28 | 0 |
| Jan 2022 | $382.7M | $382.7M | $0 | 28 | 1 |
| Nov 2021 | $382.7M | $382.7M | $0 | 28 | 1 |
| Nov 2021 | $382.7M | $382.7M | $0 | 28 | 1 |
| May 2021 | $382.7M | $382.7M | $0 | 28 | 1 |
| Apr 2021 | $382.7M | $382.7M | $0 | 27 | 1 |
| Apr 2021 | $382.7M | $382.7M | $0 | 27 | 1 |
| Apr 2021 | $382.7M | $382.7M | $0 | 27 | 1 |
| Nov 2020 | $206.3M | $206.3M | $0 | 14 | 1 |
| Oct 2020 | $206.3M | $206.3M | $0 | 14 | 1 |
| Sep 2020 | $206.3M | $206.3M | $0 | 14 | 1 |
| Sep 2020 | $206.3M | $206.3M | $0 | 14 | 1 |
| Sep 2020 | $206.3M | $206.3M | $0 | 14 | 1 |
| Aug 2020 | $206.3M | $206.3M | $0 | 14 | 1 |
| Jun 2020 | $206.3M | $206.3M | $0 | 16 | 1 |
| Apr 2020 | $206.3M | $206.3M | $0 | 16 | 1 |
| Mar 2020 | $206.3M | $206.3M | $0 | 16 | 1 |
| Mar 2020 | $153.8M | $153.8M | $0 | 8 | 1 |
| Dec 2019 | $153.8M | $153.8M | $0 | 8 | 1 |
| Jun 2019 | $153.8M | $153.8M | $0 | 8 | 1 |
| Mar 2019 | $153.8M | $153.8M | $0 | 8 | 1 |
| Aug 2018 | $182M | $182M | $0 | 11 | 0 |
| Mar 2018 | $182M | $182M | $0 | 11 | 0 |
| Aug 2017 | $164.5M | $164.5M | $0 | 11 | 300 |
| Jul 2017 | $164.5M | $164.5M | $0 | 11 | 300 |
| Jun 2017 | $164.5M | $164.5M | $0 | 11 | 300 |
| Apr 2017 | $164.5M | $164.5M | $0 | 11 | 300 |
DateMar 2023
Total AUM$545.1M
Discretionary$545.1M
Non-Disc.$0
Employees28
Clients0
DateJan 2023
Total AUM$590.5M
Discretionary$590.5M
Non-Disc.$0
Employees28
Clients0
DateDec 2022
Total AUM$590.5M
Discretionary$590.5M
Non-Disc.$0
Employees28
Clients0
DateAug 2022
Total AUM$590.5M
Discretionary$590.5M
Non-Disc.$0
Employees28
Clients0
DateJul 2022
Total AUM$590.5M
Discretionary$590.5M
Non-Disc.$0
Employees28
Clients0
DateMay 2022
Total AUM$590.5M
Discretionary$590.5M
Non-Disc.$0
Employees28
Clients0
DateApr 2022
Total AUM$590.5M
Discretionary$590.5M
Non-Disc.$0
Employees28
Clients0
DateApr 2022
Total AUM$590.5M
Discretionary$590.5M
Non-Disc.$0
Employees28
Clients0
DateMar 2022
Total AUM$590.5M
Discretionary$590.5M
Non-Disc.$0
Employees28
Clients0
DateJan 2022
Total AUM$382.7M
Discretionary$382.7M
Non-Disc.$0
Employees28
Clients1
DateNov 2021
Total AUM$382.7M
Discretionary$382.7M
Non-Disc.$0
Employees28
Clients1
DateNov 2021
Total AUM$382.7M
Discretionary$382.7M
Non-Disc.$0
Employees28
Clients1
DateMay 2021
Total AUM$382.7M
Discretionary$382.7M
Non-Disc.$0
Employees28
Clients1
DateApr 2021
Total AUM$382.7M
Discretionary$382.7M
Non-Disc.$0
Employees27
Clients1
DateApr 2021
Total AUM$382.7M
Discretionary$382.7M
Non-Disc.$0
Employees27
Clients1
DateApr 2021
Total AUM$382.7M
Discretionary$382.7M
Non-Disc.$0
Employees27
Clients1
DateNov 2020
Total AUM$206.3M
Discretionary$206.3M
Non-Disc.$0
Employees14
Clients1
DateOct 2020
Total AUM$206.3M
Discretionary$206.3M
Non-Disc.$0
Employees14
Clients1
DateSep 2020
Total AUM$206.3M
Discretionary$206.3M
Non-Disc.$0
Employees14
Clients1
DateSep 2020
Total AUM$206.3M
Discretionary$206.3M
Non-Disc.$0
Employees14
Clients1
DateSep 2020
Total AUM$206.3M
Discretionary$206.3M
Non-Disc.$0
Employees14
Clients1
DateAug 2020
Total AUM$206.3M
Discretionary$206.3M
Non-Disc.$0
Employees14
Clients1
DateJun 2020
Total AUM$206.3M
Discretionary$206.3M
Non-Disc.$0
Employees16
Clients1
DateApr 2020
Total AUM$206.3M
Discretionary$206.3M
Non-Disc.$0
Employees16
Clients1
DateMar 2020
Total AUM$206.3M
Discretionary$206.3M
Non-Disc.$0
Employees16
Clients1
DateMar 2020
Total AUM$153.8M
Discretionary$153.8M
Non-Disc.$0
Employees8
Clients1
DateDec 2019
Total AUM$153.8M
Discretionary$153.8M
Non-Disc.$0
Employees8
Clients1
DateJun 2019
Total AUM$153.8M
Discretionary$153.8M
Non-Disc.$0
Employees8
Clients1
DateMar 2019
Total AUM$153.8M
Discretionary$153.8M
Non-Disc.$0
Employees8
Clients1
DateAug 2018
Total AUM$182M
Discretionary$182M
Non-Disc.$0
Employees11
Clients0
DateMar 2018
Total AUM$182M
Discretionary$182M
Non-Disc.$0
Employees11
Clients0
DateAug 2017
Total AUM$164.5M
Discretionary$164.5M
Non-Disc.$0
Employees11
Clients300
DateJul 2017
Total AUM$164.5M
Discretionary$164.5M
Non-Disc.$0
Employees11
Clients300
DateJun 2017
Total AUM$164.5M
Discretionary$164.5M
Non-Disc.$0
Employees11
Clients300
DateApr 2017
Total AUM$164.5M
Discretionary$164.5M
Non-Disc.$0
Employees11
Clients300