HERITAGE WEALTH PARTNERS, LLC
CRD #290276 SEC #801-122695 DUBLIN, OH 614-389-2488
SEC Registered Broker-Dealer
Total AUM
$176.3M
Discretionary
$176.3M
Employees
13
Clients
0
Accounts
1,372
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $176.3M | $176.3M | $0 | 13 | 0 |
| Mar 2024 | $142.5M | $142.1M | $468K | 12 | 0 |
| Sep 2023 | $227.3M | $227.3M | $0 | 11 | 0 |
| Sep 2023 | $227.3M | $227.3M | $0 | 11 | 0 |
| Mar 2023 | $227.3M | $227.3M | $0 | 11 | 0 |
| Mar 2022 | $298.9M | $298.9M | $0 | 10 | 0 |
| Oct 2021 | $112.5M | $112.2M | $300K | 4 | 0 |
DateMar 2025
Total AUM$176.3M
Discretionary$176.3M
Non-Disc.$0
Employees13
Clients0
DateMar 2024
Total AUM$142.5M
Discretionary$142.1M
Non-Disc.$468K
Employees12
Clients0
DateSep 2023
Total AUM$227.3M
Discretionary$227.3M
Non-Disc.$0
Employees11
Clients0
DateSep 2023
Total AUM$227.3M
Discretionary$227.3M
Non-Disc.$0
Employees11
Clients0
DateMar 2023
Total AUM$227.3M
Discretionary$227.3M
Non-Disc.$0
Employees11
Clients0
DateMar 2022
Total AUM$298.9M
Discretionary$298.9M
Non-Disc.$0
Employees10
Clients0
DateOct 2021
Total AUM$112.5M
Discretionary$112.2M
Non-Disc.$300K
Employees4
Clients0