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Heritage Financial Advisors, LLC

● SEC registered since 2017CRD 154955SEC# 801-110101Waterville, OH
Export (members)
Reg. AUM
$171.7M
Employees
1
Accounts
469
Location
Waterville, OH

Heritage Financial Advisors, LLC assets under management

Heritage Financial Advisors, LLC is a registered investment adviser overseen by the SEC based in Waterville, OH. The firm has been registered since 2017. It reports $171.7 million in regulatory assets under management and employs 1 people.
www.heritagefa.comView on SEC.gov ↗

Heritage Financial Advisors, LLC owners & executives

3 reported
NameTitleOwnershipSince
S.m. Wright, LLC ControlMemberOver 75%2010
Sasha Marie Wright ControlManaging Member/Chief Compliance OfficerUnder 5%2010
Sasha Marie Wright ControlManaging MemberOver 75%2008

Frequently asked questions

How much does Heritage Financial Advisors, LLC manage?

Heritage Financial Advisors, LLC reports $171.7 million in regulatory assets under management on its Form ADV.

How many employees does Heritage Financial Advisors, LLC have?

Heritage Financial Advisors, LLC reports 1 employees.

Where is Heritage Financial Advisors, LLC located?

Heritage Financial Advisors, LLC is based in Waterville, OH and has been SEC-registered since 2017.

Does Heritage Financial Advisors, LLC disclose fund performance?

Heritage Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address103 North River Road, Suite a, Waterville, OH 43566
Phone419-887-5887
Office hoursBy Appointment Only
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$171.7M
Total (RAUM)$171.7M