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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 25, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KEYES, MATTHEW, RALPH | I | PARTNER/CCO | E | Control |
| KEYES, MATTHEW, RALPH | I | PARTNER/CCO | E | Control |
| KEYES, MATTHEW, RALPH | I | PARTNER/CCO | E | Control |
| KEYES, MATTHEW, RALPH | I | PARTNER/CCO | E | Control |
| KEYES, MATTHEW, RALPH | I | PARTNER | D | Control |
| KEYES, MATTHEW, RALPH | I | PARTNER | D | Control |
| KEYES, MATTHEW, RALPH | I | PARTNER | D | Control |
| SANDS, MATTHEW, P | I | PARTNER / CCO | D | Control |
| SANDS, MATTHEW, P | I | PARTNER / CCO | D | Control |
| SANDS, MATTHEW, P | I | PARTNER / CCO | D | Control |
Registrations
Federal
IA
Mar 25, 2025 REGISTERED
Notice Filings (4)
FL LA OH TX
Address
6215 EMERALD PARKWAYUNIT 1
DUBLIN, OH 43016
United States
Phone: 614-389-2488