| Name | Title | Ownership | Since |
|---|---|---|---|
| Kevin Patrick Hussey Control | President, Chief Compliance Officer | 25-50% | 2024 |
| Margie Geisler Tekamp | Customer Care Director | 5-10% | 2021 |
| Mark Howard Tekamp Control | Chief Investment Strategist, Financial Advisor | 25-50% | 2018 |
Heritage Wealth Management Group, Ltd reports $124.1 million in regulatory assets under management on its Form ADV.
Heritage Wealth Management Group, Ltd reports 6 employees.
Heritage Wealth Management Group, Ltd is based in Norfolk, VA and has been SEC-registered since 2021.
Heritage Wealth Management Group, Ltd is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 733 Boush Street, Suite 100, Norfolk, VA 23510-1591 |
| Phone | 757-321-3725 |
| Fax | 757-321-3725 |
| Office hours | 9:00a.m. - 4:30 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $121M |
| Non-discretionary | $3.1M |
| Total (RAUM) | $124.1M |