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HERITAGE WEALTH, LLC

Advisory

NAPERVILLE, IL

Data as of Mar 19, 2026 · Source: SEC Form ADV

Rank in IL
#1,171
of 1,719 advisers by AUM
Average account
$349K
across 158 accounts
AUM per adviser
$55M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 19, 2026.

Total AUM
$55M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$55M
Discretionary AUM$54M
Non-Discretionary AUM$1M
Discretionary %97.6%
Total Clients70
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIL, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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