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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (16)
CA CO FL GA IL IN KY LA MA MI NC ND OH SC TN TX
Address
9110 MONTGOMERY RD.CINCINNATI, OH 45242
United States
Phone: 513-440-5475