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S.m. Wright, LLC

MemberHeritage Financial Advisors, LLC

About S.m. Wright, LLC

S.m. Wright, LLC is listed as Member at Heritage Financial Advisors, LLC in Waterville, OH. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Heritage Financial Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does S.m. Wright, LLC work?

S.m. Wright, LLC is listed as Member at Heritage Financial Advisors, LLC on SEC Form ADV.

How much of Heritage Financial Advisors, LLC does S.m. Wright, LLC own?

Form ADV reports a beneficial ownership band of Over 75%.

Heritage Financial Advisors, LLC

TitleMember
OwnershipOver 75%
Control personYes
Since2010
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