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Heritage Grove Wealth Management, LLC

● SEC registered since 2025CRD 336771SEC# 801-133024
Export (members)
Reg. AUM
$110.5M
Employees
1
Accounts
89
Location
—

Heritage Grove Wealth Management, LLC assets under management

Heritage Grove Wealth Management, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2025. It reports $110.5 million in regulatory assets under management and employs 1 people.
heritagegrovewealth.comView on SEC.gov ↗

Heritage Grove Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Leon C Mazza ControlManaging Member, Chief Compliance OfficerOver 75%2025

Frequently asked questions

How much does Heritage Grove Wealth Management, LLC manage?

Heritage Grove Wealth Management, LLC reports $110.5 million in regulatory assets under management on its Form ADV.

How many employees does Heritage Grove Wealth Management, LLC have?

Heritage Grove Wealth Management, LLC reports 1 employees.

Does Heritage Grove Wealth Management, LLC disclose fund performance?

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

Contact & registration

Phone925-890-8839
Office hours7:00a.m. - 6:00p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$110.5M
Non-discretionary$0
Total (RAUM)$110.5M