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HERITAGE WEALTH ADVISORS

RICHMOND, VA · CRD 137484 · IAPD ↗ · 804-643-4080

$4.86BRegulatory AUM
18Advisory reps
36Employees
10Clients
251-500Planning clients
9Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2025 — HERITAGE WEALTH ADVISORS added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
April 2024 — HERITAGE WEALTH ADVISORS notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2024 — HERITAGE WEALTH ADVISORS reported RAUM up 30% ($3.08B -> $4.00B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.