| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Ma Endowment Partners, LP | Other Private | $87.1M | $1M |
| Heritage Private Fund LP Series 1 | Other Private | $26.4M | — |
| Heritage Private Fund LP Series 1b | Other Private | $24.8M | — |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Caroline Elizabeth Baronian Control | Managing Director Of Investments | 5-10% | 2025 |
| Charles Thomas Hill Control | Director Of Tax Services | 10-25% | 2006 |
| Delores Ann Remo Control | Chief Executive Officer And Managing Director | 10-25% | 2005 |
Heritage Wealth Advisors, LLC reports $4.6 billion in regulatory assets under management on its Form ADV.
Heritage Wealth Advisors, LLC manages 8 private funds with combined gross assets of $166.1 million.
Heritage Wealth Advisors, LLC reports 36 employees.
Heritage Wealth Advisors, LLC is based in Richmond, VA and has been SEC-registered since 2005.
Heritage Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 919 East Main Street, Suite 950, Richmond, VA 23219 |
| Phone | 804-643-4080 |
| Fax | 804-643-4085 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1591122 |
| Discloses disciplinary history | No |
| Discretionary | $4.45B |
| Non-discretionary | $115.7M |
| Total (RAUM) | $4.57B |