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HERITAGE WEALTH MANAGEMENT

HERITAGE WEALTH MANAGEMENT, INC.

CRD 122394 · SEC 801-107506

Visit website

4400 POST OAK PARKWAY, SUITE 2510, HOUSTON, TX, 77027, United States

Phone

713-871-9800

Fax

713-871-0713

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$357.8M

Discretionary AUM

$357.1M

Team

6 total employees; 4 advisory reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-02-19

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals107$58.3M
High net worth individuals111$299.5M

States served

CO, LA, TX

All web addresses on file

Official SEC filing: View on IAPD