← Tributary

HERITAGE WEALTH PARTNERS, LLC

DUBLIN, OH · CRD 290276 · IAPD ↗ · hwp-oh.com · 614-389-2488

$176.3MRegulatory AUM
4Advisory reps
13Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
August 2025 — HERITAGE WEALTH PARTNERS, LLC (DUBLIN, OH) left the SEC roster (was $176.3M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
50
April 2025 — HERITAGE WEALTH PARTNERS, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
April 2024 — HERITAGE WEALTH PARTNERS, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2024 — HERITAGE WEALTH PARTNERS, LLC reported RAUM down 37% ($227.3M -> $142.5M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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