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Heritage Wealth Partners, LLC

CRD 290276SEC# 801-122695Dublin, OH
Export (members)
No longer SEC-registered. Heritage Wealth Partners, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$176.3M
Employees
13
Accounts
1,372
Location
Dublin, OH

Heritage Wealth Partners, LLC assets under management

Heritage Wealth Partners, LLC is an SEC-registered investment adviser based in Dublin, OH. It reports $176.3 million in regulatory assets under management and employs 13 people.
View on SEC.gov ↗

Heritage Wealth Partners, LLC owners & executives

1 reported
NameTitleOwnershipSince
Matthew Ralph Keyes ControlPartner/CcoOver 75%2017

Frequently asked questions

How much does Heritage Wealth Partners, LLC manage?

Heritage Wealth Partners, LLC reports $176.3 million in regulatory assets under management on its Form ADV.

How many employees does Heritage Wealth Partners, LLC have?

Heritage Wealth Partners, LLC reports 13 employees.

Where is Heritage Wealth Partners, LLC located?

Heritage Wealth Partners, LLC is based in Dublin, OH.

Does Heritage Wealth Partners, LLC disclose fund performance?

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

Contact & registration

Address6215 Emerald Parkway, Unit 1, Dublin, OH 43016
Office hours8a.m. - 5p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$176.3M
Non-discretionary$0
Total (RAUM)$176.3M