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Heritage Wealth Management Inc.

● SEC registered since 2021CRD 312545SEC# 801-121624Cincinnati, OH
Export (members)
Reg. AUM
$552.2M
Employees
6
Accounts
798
Location
Cincinnati, OH

Heritage Wealth Management Inc. assets under management

Heritage Wealth Management Inc. is an investment advisory firm registered with the SEC based in Cincinnati, OH. The firm has been registered since 2021. It reports $552.2 million in regulatory assets under management and employs 6 people.
www.yourheritageadvisors.comView on SEC.gov ↗

Heritage Wealth Management Inc. owners & executives

4 reported
NameTitleOwnershipSince
David Kent Holwadel ControlPresidentOver 75%2021
Jeffrey P ThompsonFinancial Advisor5-10%2021
Lindsey Crocker MeredithFinancial Advisor5-10%2021
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Frequently asked questions

How much does Heritage Wealth Management Inc. manage?

Heritage Wealth Management Inc. reports $552.2 million in regulatory assets under management on its Form ADV.

How many employees does Heritage Wealth Management Inc. have?

Heritage Wealth Management Inc. reports 6 employees.

Where is Heritage Wealth Management Inc. located?

Heritage Wealth Management Inc. is based in Cincinnati, OH and has been SEC-registered since 2021.

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

Address9110 Montgomery Rd., Cincinnati, OH 45242
Phone513-440-5475
Office hours5-Sep
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$477M
Non-discretionary$75.2M
Total (RAUM)$552.2M