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HERITAGE WEALTH MANAGEMENT

WOBURN, MA · CRD 159158 · IAPD ↗ · 800-620-9330

$153.2MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
5States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
September 2026 — HERITAGE WEALTH MANAGEMENT moved its main office from MEDFORD, MA to WOBURN, MA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
60
April 2026 — HERITAGE WEALTH MANAGEMENT reported RAUM up 30% ($118.3M -> $153.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
June 2025 — HERITAGE WEALTH MANAGEMENT (MEDFORD, MA) is newly SEC-registered with $118.3M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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