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Heritage Wealth Management, Inc.

● SEC registered since 2025CRD 159158SEC# 801-132674Medford, MA
Export (members)
Reg. AUM
$118.3M
Employees
2
Accounts
354
Location
Medford, MA

Heritage Wealth Management, Inc. assets under management

Heritage Wealth Management, Inc. operates as an SEC-registered investment adviser based in Medford, MA. The firm has been registered since 2025. It reports $118.3 million in regulatory assets under management and employs 2 people.
www.linkedin.com/company/3632542View on SEC.gov ↗

Heritage Wealth Management, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Katherine Salome HorganSenior Managing Principal/CioUnder 5%2025
Vincent Serratore ControlSenior Managing Director, CcoOver 75%2011

Frequently asked questions

How much does Heritage Wealth Management, Inc. manage?

Heritage Wealth Management, Inc. reports $118.3 million in regulatory assets under management on its Form ADV.

How many employees does Heritage Wealth Management, Inc. have?

Heritage Wealth Management, Inc. reports 2 employees.

Where is Heritage Wealth Management, Inc. located?

Heritage Wealth Management, Inc. is based in Medford, MA and has been SEC-registered since 2025.

Does Heritage Wealth Management, Inc. disclose fund performance?

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

Contact & registration

Address0 Governors Avenue, Suite 34, Medford, MA 02155
Phone800-620-9330
Office hoursBy Appointment Only
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$117.4M
Non-discretionary$865K
Total (RAUM)$118.3M