HERITAGE WEALTH MANAGEMENT INC.
Legal name: HERITAGE WEALTH ADVISORS
CRD #312545 SEC #801-121624 CINCINNATI, OH 513-440-5475
SEC Registered
Total AUM
$552.2M
Discretionary
$528.5M
Employees
6
Clients
10
Accounts
996
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $552.2M | $528.5M | $23.8M | 6 | 0 |
| Jun 2024 | $496.4M | $448.6M | $47.8M | 6 | 0 |
| Mar 2024 | $496.4M | $448.6M | $47.8M | 6 | 0 |
| Apr 2023 | $452M | $395.1M | $56.9M | 5 | 0 |
| Feb 2023 | $452M | $395.1M | $56.9M | 5 | 0 |
| Nov 2022 | $404.1M | $404.1M | $0 | 5 | 0 |
| Nov 2022 | $404.1M | $404.1M | $0 | 5 | 0 |
| Feb 2022 | $404.1M | $404.1M | $0 | 5 | 0 |
| Jan 2022 | $370.9M | $370.9M | $0 | 5 | 0 |
| Nov 2021 | $370.9M | $370.9M | $0 | 5 | 0 |
| Jul 2021 | $0 | $0 | $0 | 5 | 0 |
| Jun 2021 | $0 | $0 | $0 | 5 | 0 |
| Jun 2021 | $0 | $0 | $0 | 5 | 0 |
| May 2021 | $0 | $0 | $0 | 5 | 0 |
DateMar 2025
Total AUM$552.2M
Discretionary$528.5M
Non-Disc.$23.8M
Employees6
Clients0
DateJun 2024
Total AUM$496.4M
Discretionary$448.6M
Non-Disc.$47.8M
Employees6
Clients0
DateMar 2024
Total AUM$496.4M
Discretionary$448.6M
Non-Disc.$47.8M
Employees6
Clients0
DateApr 2023
Total AUM$452M
Discretionary$395.1M
Non-Disc.$56.9M
Employees5
Clients0
DateFeb 2023
Total AUM$452M
Discretionary$395.1M
Non-Disc.$56.9M
Employees5
Clients0
DateNov 2022
Total AUM$404.1M
Discretionary$404.1M
Non-Disc.$0
Employees5
Clients0
DateNov 2022
Total AUM$404.1M
Discretionary$404.1M
Non-Disc.$0
Employees5
Clients0
DateFeb 2022
Total AUM$404.1M
Discretionary$404.1M
Non-Disc.$0
Employees5
Clients0
DateJan 2022
Total AUM$370.9M
Discretionary$370.9M
Non-Disc.$0
Employees5
Clients0
DateNov 2021
Total AUM$370.9M
Discretionary$370.9M
Non-Disc.$0
Employees5
Clients0
DateJul 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJun 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJun 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateMay 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0