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HERITAGE WEALTH ADVISORS
Legal name: HERITAGE WEALTH MANAGEMENT INC.
CRD 312545File 801-121624
APPROVED
Retail clients
Custody
Filing as of Aug 3, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$604.7M
Above cohort median (national)
Discretionary AUM
$503.7M
Non-discretionary $100.9M
Clients
201
935 accounts
Employees
6
Above cohort median in OH
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jul 15, 2021
- Principal office
- 9110 MONTGOMERY RD., CINCINNATI, OH, 45242
- Phone
- 513-440-5475
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $604.7M
- Discretionary AUM
- $503.7M
- Non-discretionary AUM
- $100.9M
- Discretionary accounts
- 801
- Non-discretionary accounts
- 134
- Total accounts
- 935
- AUM per client
- $3.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 122 | $562.5M |
| Individuals (other than high net worth individuals) | 79 | $42.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.