← Tributary

HERITAGE WEALTH MANAGEMENT GROUP, LTD

NORFOLK, VA · CRD 148459 · IAPD ↗ · 757-321-3725

$152.2MRegulatory AUM
3Advisory reps
5Employees
0Clients
101-250Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
January 2026 — HERITAGE WEALTH MANAGEMENT GROUP, LTD shrank from 5 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
42
April 2025 — HERITAGE WEALTH MANAGEMENT GROUP, LTD notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
February 2025 — HERITAGE WEALTH MANAGEMENT GROUP, LTD reports 101-250 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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