RIA Intel›Advisers›Arizona›HERITAGE FAMILY OFFICES, LLP

HERITAGE FAMILY OFFICES, LLP

Advisory

N·SCOTTSDALE, AZ

Data as of Mar 10, 2026 · Source: SEC Form ADV

Total AUM

$423M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$423M

Discretionary AUM$423M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients245

Team

Total Employees3

Investment Advisers13

Employee Growth (1Y)—

Filing History

Total Filings on Record5

First FilingOct 18, 2022

Latest FilingMar 10, 2026

🔒 Full AUM trend chart and 5 historical filings spanning 4+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on HERITAGE FAMILY OFFICES, LLP

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.