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Heritage Strategic Wealth, LLC

● SEC registered since 2025CRD 338025SEC# 801-134276Cary, IL
Export (members)
Reg. AUM
—
Employees
1
Accounts
—
Location
Cary, IL

Heritage Strategic Wealth, LLC assets under management

Heritage Strategic Wealth, LLC is an investment advisory firm registered with the SEC based in Cary, IL. The firm has been registered since 2025. It employs 1 people.
heritagestrategicwealth.comView on SEC.gov ↗

Heritage Strategic Wealth, LLC owners & executives

2 reported
NameTitleOwnershipSince
Brian William Atkins ControlManaging MemberOver 75%2025
Maria ChristopherChief Compliance OfficerUnder 5%2025

Frequently asked questions

How many employees does Heritage Strategic Wealth, LLC have?

Heritage Strategic Wealth, LLC reports 1 employees.

Where is Heritage Strategic Wealth, LLC located?

Heritage Strategic Wealth, LLC is based in Cary, IL and has been SEC-registered since 2025.

Does Heritage Strategic Wealth, LLC disclose fund performance?

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

Contact & registration

Address117 W Main Street, Cary, IL 60013
Phone815-200-9774
Office hours9:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo