HERITAGE WEALTH MANAGEMENT, INC.
CRD #316956 SEC #801-122719 SAN DIEGO, CA 858-613-9191
SEC Registered Private Funds
Total AUM
$491.2M
Discretionary
$491.2M
Employees
9
Clients
101
Accounts
978
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $491.2M | $491.2M | $0 | 9 | 0 |
| Mar 2025 | $491.2M | $491.2M | $0 | 9 | 0 |
| Jul 2024 | $377M | $377M | $0 | 9 | 0 |
| May 2024 | $377M | $377M | $0 | 9 | 0 |
| Mar 2024 | $377M | $377M | $0 | 9 | 0 |
| Jul 2023 | $327.3M | $327.3M | $0 | 9 | 0 |
| Mar 2023 | $327.3M | $327.3M | $0 | 9 | 0 |
| Mar 2023 | $327.3M | $327.3M | $0 | 9 | 0 |
| Dec 2022 | $213.1M | $213.1M | $0 | 10 | 0 |
| Aug 2022 | $213.1M | $213.1M | $0 | 10 | 0 |
| Mar 2022 | $213.1M | $213.1M | $0 | 10 | 0 |
| Oct 2021 | $0 | $0 | $0 | 6 | 0 |
DateAug 2025
Total AUM$491.2M
Discretionary$491.2M
Non-Disc.$0
Employees9
Clients0
DateMar 2025
Total AUM$491.2M
Discretionary$491.2M
Non-Disc.$0
Employees9
Clients0
DateJul 2024
Total AUM$377M
Discretionary$377M
Non-Disc.$0
Employees9
Clients0
DateMay 2024
Total AUM$377M
Discretionary$377M
Non-Disc.$0
Employees9
Clients0
DateMar 2024
Total AUM$377M
Discretionary$377M
Non-Disc.$0
Employees9
Clients0
DateJul 2023
Total AUM$327.3M
Discretionary$327.3M
Non-Disc.$0
Employees9
Clients0
DateMar 2023
Total AUM$327.3M
Discretionary$327.3M
Non-Disc.$0
Employees9
Clients0
DateMar 2023
Total AUM$327.3M
Discretionary$327.3M
Non-Disc.$0
Employees9
Clients0
DateDec 2022
Total AUM$213.1M
Discretionary$213.1M
Non-Disc.$0
Employees10
Clients0
DateAug 2022
Total AUM$213.1M
Discretionary$213.1M
Non-Disc.$0
Employees10
Clients0
DateMar 2022
Total AUM$213.1M
Discretionary$213.1M
Non-Disc.$0
Employees10
Clients0
DateOct 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0