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HERITAGE RETIREMENT ADVISORS, LLC

COLLEYVILLE, TX · CRD 165191 · IAPD ↗ · heritage-retirement.com · 817-503-0100

$351.1MRegulatory AUM
3Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
April 2025 — HERITAGE RETIREMENT ADVISORS, LLC reported RAUM up 46% ($194.5M -> $283.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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