RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Aug 4, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Davis, Gregory, RyanIPARTNERNA
Davis, Gregory, RyanIPARTNERNA
Davis, Gregory, RyanIPARTNERNA
GIBBS, JORDAN, LAMARRIPRESIDENTNA Control
GIBBS, JORDAN, LAMARRIPRESIDENTNA Control
GIBBS, JORDAN, LAMARRIPRESIDENTNA Control
GIBBS, JORDAN, LAMARRIPRESIDENTNA Control
GIBBS, RYAN, KENTICHIEF COMPLIANCE OFFICERNA Control
GIBBS, RYAN, KENTICHIEF COMPLIANCE OFFICERNA Control
GIBBS, RYAN, KENTICHIEF COMPLIANCE OFFICERNA Control
GIBBS, RYAN, KENTICHIEF COMPLIANCE OFFICERNA Control
SHAINBERG, DANIEL, JAYICHIEF INVESTMENT OFFICERNA
SHAINBERG, DANIEL, JAYICHIEF INVESTMENT OFFICERNA
GIBBS, JORDAN, LAMARRIPRESIDENTE Control
GIBBS, JORDAN, LAMARRIPRESIDENTE Control
GIBBS, JORDAN, LAMARRIPRESIDENTE Control
GIBBS, JORDAN, LAMARRIPRESIDENTE Control
GIBBS, JORDAN, LAMARRIPRESIDENTE Control
JORDAN AND JESSICA GIBBS FAMILY TRUST MARCH 31, 2015DEOWNERE Control
JORDAN AND JESSICA GIBBS FAMILY TRUST MARCH 31, 2015DEOWNERE Control
JORDAN AND JESSICA GIBBS FAMILY TRUST MARCH 31, 2015DEOWNERE Control
JORDAN AND JESSICA GIBBS FAMILY TRUST MARCH 31, 2015DEOWNERE Control
JORDAN AND JESSICA GIBBS FAMILY TRUST MARCH 31, 2015DEOWNERE Control
JORDAN AND JESSICA GIBBS FAMILY TRUST MARCH 31, 2015DEOWNERE Control
JORDAN AND JESSICA GIBBS FAMILY TRUST MARCH 31, 2015DEOWNERE Control
GIBBS, JORDAN, LAMARRIPRESIDENTD Control
JORDAN AND JESSICA GIBBS FAMILY TRUST MARCH 31, 2015DEOWNERD Control
JORDAN AND JESSICA GIBBS FAMILY TRUST MARCH 31, 2015DEOWNERD Control
JORDAN AND JESSICA GIBBS FAMILY TRUST MARCH 31, 2015DEOWNERD Control
JORDAN AND JESSICA GIBBS FAMILY TRUST MARCH 31, 2015DEOWNERD Control
JORDAN AND JESSICA GIBBS FAMILY TRUST MARCH 31, 2015DEOWNERD Control
GIBBS, RYAN, KENTICHIEF COMPLIANCE OFFICERB Control
GIBBS, RYAN, KENTICHIEF COMPLIANCE OFFICERB Control
GIBBS, RYAN, KENTICHIEF COMPLIANCE OFFICERB Control
GIBBS, RYAN, KENTICHIEF COMPLIANCE OFFICERB Control
GIBBS, RYAN, KENTICHIEF COMPLIANCE OFFICERB Control
GIBBS, RYAN, KENTICHIEF COMPLIANCE OFFICERB Control
GIBBS, RYAN, KENTICHIEF COMPLIANCE OFFICERB Control
GIBBS, RYAN, KENTICHIEF COMPLIANCE OFFICERB Control
CAMPBELL, JASON, ALEXANDERICHIEF INVESTMENT OFFICERA
CAMPBELL, JASON, ALEXANDERICHIEF INVESTMENT OFFICERA
CAMPBELL, JASON, ALEXANDERICHIEF INVESTMENT OFFICERA
CAMPBELL, JASON, ALEXANDERICHIEF INVESTMENT OFFICERA Control
CAMPBELL, JASON, ALEXANDERICHIEF INVESTMENT OFFICERA Control
CAMPBELL, JASON, ALEXANDERICHIEF INVESTMENT OFFICERA Control
Davis, Gregory, RyanIPARTNERA Control
Davis, Gregory, RyanIPARTNERA Control
Davis, Gregory, RyanIPARTNERA Control
Davis, Gregory, RyanIPARTNERA Control
Davis, Gregory, RyanIPARTNERA Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
GIBBS, JESSICA, MARIEIJORDAN AND JESSICA GIBBS FAMILY TRUST MARCH 31, 2015D Control
GIBBS, JESSICA, MARIEIJORDAN AND JESSICA GIBBS FAMILY TRUST MARCH 31, 2015D Control
GIBBS, JESSICA, MARIEIJORDAN AND JESSICA GIBBS FAMILY TRUST MARCH 31, 2015D Control
GIBBS, JESSICA, MARIEIJORDAN AND JESSICA GIBBS FAMILY TRUST MARCH 31, 2015D Control
GIBBS, JESSICA, MARIEIJORDAN AND JESSICA GIBBS FAMILY TRUST MARCH 31, 2015D Control
GIBBS, JESSICA, MARIEIJORDAN AND JESSICA GIBBS FAMILY TRUST MARCH 31, 2015D Control
GIBBS, JESSICA, MARIEIJORDAN AND JESSICA GIBBS FAMILY TRUST MARCH 31, 2015D Control
GIBBS, JESSICA, MARIEIJORDAN AND JESSICA GIBBS FAMILY TRUST MARCH 31, 2015D Control
GIBBS, JESSICA, MARIEIJORDAN AND JESSICA GIBBS FAMILY TRUST MARCH 31, 2015D Control
GIBBS, JESSICA, MARIEIJORDAN AND JESSICA GIBBS FAMILY TRUST MARCH 31, 2015D Control
GIBBS, JORDAN, LAMARRIJORDAN AND JESSICA GIBBS FAMILY TRUST MARCH 31, 2015D Control
GIBBS, JORDAN, LAMARRIJORDAN AND JESSICA GIBBS FAMILY TRUST MARCH 31, 2015D Control
GIBBS, JORDAN, LAMARRIJORDAN AND JESSICA GIBBS FAMILY TRUST MARCH 31, 2015D Control
GIBBS, JORDAN, LAMARRIJORDAN AND JESSICA GIBBS FAMILY TRUST MARCH 31, 2015D Control
GIBBS, JORDAN, LAMARRIJORDAN AND JESSICA GIBBS FAMILY TRUST MARCH 31, 2015D Control
GIBBS, JORDAN, LAMARRIJORDAN AND JESSICA GIBBS FAMILY TRUST MARCH 31, 2015D Control
GIBBS, JORDAN, LAMARRIJORDAN AND JESSICA GIBBS FAMILY TRUST MARCH 31, 2015D Control
GIBBS, JORDAN, LAMARRIJORDAN AND JESSICA GIBBS FAMILY TRUST MARCH 31, 2015D Control
GIBBS, JORDAN, LAMARRIJORDAN AND JESSICA GIBBS FAMILY TRUST MARCH 31, 2015D Control
GIBBS, JORDAN, LAMARRIJORDAN AND JESSICA GIBBS FAMILY TRUST MARCH 31, 2015D Control

Registrations

Federal

IA
Aug 4, 2025 REGISTERED

Notice Filings (3)

CA TX UT

Address

11440 W. BERNARDO CT.
STE 390
SAN DIEGO, CA 92127
United States
Phone: 858-613-9191