HERITAGE ASSET MANAGEMENT, LLC
CRD #323344 SEC #801-126700 BELTON, MO 816-348-2060
SEC Registered
Total AUM
$130M
Discretionary
$130M
Employees
2
Clients
0
Accounts
705
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Missouri
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 17, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| THOMPSON, DAVID, WAYNE | I | MANAGING MEMBER/CCO | E | Control |
| THOMPSON, DAVID, WAYNE | I | MANAGING MEMBER/CCO | E | Control |
| THOMPSON, DAVID, WAYNE | I | MANAGING MEMBER/CCO | E | Control |
| THOMPSON, DAVID, WAYNE | I | MANAGING MEMBER/CCO | E | Control |
| THOMPSON, DAVID, WAYNE | I | MANAGING MEMBER/CCO | E | Control |
| THOMPSON, DAVID, WAYNE | I | MANAGING MEMBER/CCO | E | Control |
| THOMPSON, DAVID, WAYNE | I | MANAGING MEMBER/CCO | E | Control |
| THOMPSON, DAVID, WAYNE | I | MANAGING MEMBER/CCO | E | Control |
| THOMPSON, DAVID, WAYNE | I | MANAGING MEMBER/CCO | E | Control |
| THOMPSON, DAVID, WAYNE | I | MANAGING MEMBER/CCO | E | Control |
| THOMPSON, DAVID, WAYNE | I | MANAGING MEMBER/CCO | E | Control |
| THOMPSON, DAVID, WAYNE | I | MANAGING MEMBER/CCO | E | Control |
| THOMPSON, DAVID, WAYNE | I | MANAGING MEMBER/CCO | E | Control |
Registrations
Federal
IA
Oct 17, 2025 REGISTERED
Notice Filings (12)
AK AL AR FL IA KS LA MI MO NE OK TX
Address
7926 E 171ST STREETBELTON, MO 64012
United States
Phone: 816-348-2060