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HERITAGE STRATEGIC WEALTH, LLC

CARY, IL · CRD 338025 · IAPD ↗ · heritagestrategicwealth.com · 815-200-9774

$45.7MRegulatory AUM
2Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — HERITAGE STRATEGIC WEALTH, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
95
December 2025 — HERITAGE STRATEGIC WEALTH, LLC (CARY, IL) is newly SEC-registered with $0 RAUM and 1 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.