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HERITAGE ASSET MANAGEMENT, LLC

BELTON, MO · CRD 323344 · IAPD ↗ · heritage-kc.com · 816-348-2060

$155.0MRegulatory AUM
2Advisory reps
2Employees
5Clients
0Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
December 2025 — HERITAGE ASSET MANAGEMENT, LLC notice-filed in AK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
August 2025 — HERITAGE ASSET MANAGEMENT, LLC notice-filed in AL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
44
April 2024 — HERITAGE ASSET MANAGEMENT, LLC notice-filed in AR, MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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