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HERITAGE FINANCIAL ADVISORS, LLC

WATERVILLE, OH · CRD 154955 · IAPD ↗ · heritagefa.com · 419-887-5887

$188.0MRegulatory AUM
1Advisory reps
1Employees
0Clients
101-250Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

40
April 2025 — HERITAGE FINANCIAL ADVISORS, LLC filed an Item 4A succession naming HERITAGE FINANCIAL ADVISORS, LLC (CRD 154955) — an entity change, not a deal.
Item 4A succession where the acquired firm is the same business (entity change, not a deal).
Integration & migration consultingCompliance

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