HERITAGE FINANCIAL COUNSELORS, LLC
CRD #288232 SEC #801-110841 BEDMINSTER, NJ 862-579-2899
SEC Registered
Total AUM
$201.2M
Discretionary
$0
Employees
4
Clients
51
Accounts
394
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New Jersey
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 4, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WEIDMAN, CHARLES, PATRICK | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| WEIDMAN, CHARLES, PATRICK | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| WEIDMAN, CHARLES, PATRICK | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| WEIDMAN, CHARLES, PATRICK | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| WEIDMAN, CHARLES, PATRICK | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| WEIDMAN, CHARLES, PATRICK | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| WEIDMAN, CHARLES, PATRICK | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| WEIDMAN, CHARLES, PATRICK | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| WEIDMAN, CHARLES, PATRICK | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| WEIDMAN, CHARLES, PATRICK | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| WEIDMAN, CHARLES, PATRICK | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| WEIDMAN, CHARLES, PATRICK | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| WEIDMAN, CHARLES, PATRICK | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| WEIDMAN, CHARLES, PATRICK | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| WEIDMAN, CHARLES, PATRICK | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| WEIDMAN, CHARLES, PATRICK | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| WEIDMAN, CHARLES, PATRICK | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| WEIDMAN, CHARLES, PATRICK | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Sep 4, 2025 REGISTERED
Notice Filings (3)
FL NH NJ
Address
442 MAIN STREET (ROUTE 202)BEDMINSTER, NJ 07921
United States
Phone: 862-579-2899