RIA Intel›Advisers›Ohio›HERITAGE WEALTH PARTNERS, LLC

HERITAGE WEALTH PARTNERS, LLC

Advisory

N·DUBLIN, OH

Data as of Mar 31, 2025 · Source: SEC Form ADV

Total AUM
$176M
1-Year AUM Growth
+23.7%
3-Year CAGR
-16.0%
Employees
4
Assets Under Management
Total AUM$176M
Discretionary AUM$176M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients922
Team
Total Employees4
Investment Advisers13
Employee Growth (1Y)-20.0%
Filing History
Total Filings on Record7
First FilingOct 14, 2021
Latest FilingMar 31, 2025
🔒 Full AUM trend chart and 7 historical filings spanning 4+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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