HERITAGE STRATEGIC WEALTH, LLC
CRD #338025 SEC #801-134276 CARY, IL 847-826-2472
SEC Registered
Total AUM
--
Discretionary
--
Employees
1
Clients
0
Accounts
--
Firm Details
- Organization Type
- Limited Liability Partnership
- State of Formation
- Illinois
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 13, 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 |
|---|---|---|---|---|
| CHRISTOPHER, MARIA | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHRISTOPHER, MARIA | I | CHIEF COMPLIANCE OFFICER | NA | |
| ATKINS, BRIAN, WILLIAM | I | MANAGING MEMBER | E | Control |
| ATKINS, BRIAN, WILLIAM | I | MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Aug 13, 2025 REGISTERED
Notice Filings (1)
IL
Address
117 W MAIN STREETCARY, IL 60013
United States
Phone: 847-826-2472