HERMITAGE WEALTH

Legal name: HERMITAGE WEALTH MANAGEMENT, INC.

CRD 333235File 801-134426

APPROVED

Retail clients

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$37.5M

Bottom 25% of cohort (national)

Discretionary AUM

$7.6M

Non-discretionary $29.9M

Clients

197

200 accounts

Employees

Bottom 25% of cohort in VA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: PLRO
Registration date: Sep 30, 2025
Principal office: 3761 WESTERRE PARKWAY, SUITE G, RICHMOND, VA, 23233
Phone: 804-270-7877
Website: https://www.facebook.com/hermitagewealth/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $37.5M
Discretionary AUM: $7.6M
Non-discretionary AUM: $29.9M
Discretionary accounts: 3
Non-discretionary accounts: 197
Total accounts: 200
AUM per client: $191K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	4	$6.1M
Pension and profit sharing plans	Fewer than 5	$7.6M
Individuals (other than high net worth individuals)	193	$23.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Hourly charges
Other (described) — REFERRAL FEES
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This 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.