PPrivate Fund Data Log in Join · $37/mo

Hermitage Wealth Management, Inc.

● SEC registered since 2025CRD 333235SEC# 801-134426Richmond, VA
Export (members)
Reg. AUM
—
Employees
11
Accounts
—
Location
Richmond, VA

Hermitage Wealth Management, Inc. assets under management

Hermitage Wealth Management, Inc. is a registered investment adviser overseen by the SEC based in Richmond, VA. The firm has been registered since 2025. It employs 11 people.
www.facebook.com/hermitagewealthView on SEC.gov ↗

Hermitage Wealth Management, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Janine Cate Hoffer ControlShareholder, Chief Financial Officer25-50%2025
John Cory Hoffer ControlPrincipal Owner, Chief Compliance Officer50-75%2025

Frequently asked questions

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

Hermitage Wealth Management, Inc. reports 11 employees.

Where is Hermitage Wealth Management, Inc. located?

Hermitage Wealth Management, Inc. is based in Richmond, VA and has been SEC-registered since 2025.

Does Hermitage Wealth Management, Inc. disclose fund performance?

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

Contact & registration

Address3761 Westerre Parkway, Suite G, Richmond, VA 23233
Phone804-270-7877
Office hours9a.m. - 5p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo