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Sasha Marie Wright

Managing Member/Chief Compliance OfficerHeritage Financial Advisors, LLCCRD 4954899

About Sasha Marie Wright

Sasha Marie Wright is listed as Managing Member/Chief Compliance Officer at Heritage Financial Advisors, LLC in Waterville, OH. Form ADV reports a beneficial ownership band of Under 5%. Sasha Marie Wright is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Heritage Financial Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Sasha Marie Wright work?

Sasha Marie Wright is listed as Managing Member/Chief Compliance Officer at Heritage Financial Advisors, LLC on SEC Form ADV.

How much of Heritage Financial Advisors, LLC does Sasha Marie Wright own?

Form ADV reports a beneficial ownership band of Under 5%.

Heritage Financial Advisors, LLC

TitleManaging Member/Chief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2010
View Heritage Financial Advisors, LLC →

Heritage Financial Advisors, LLC

TitleManaging Member
OwnershipOver 75%
Control personYes
Since2008
View Heritage Financial Advisors, LLC →