Heritage Family Offices, LLP

RIASEC Registered

Total AUM

$423M

Discretionary

$423M

100% of AUM

Avg account

$400K

Accounts

1,057

Employees

Advisory reps

Firm details

Headquarters: Scottsdale, Arizona
CRD number: 323930
Registered since: November 18, 2022
Website: heritagefo.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Individuals86.72%
HNWI13.28%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Heritage Family Offices, LLP is an independent, privately owned RIA organized as a limited liability partnership that registered with the SEC in 2022. The firm positions itself as a capital allocator for individual and family clients and offers a mix of fee models, including percentage-of-AUM, fixed fees, and performance-based arrangements. Its advisory scope spans financial planning, portfolio management for individuals and small businesses as well as for institutional clients, pension consulting services, and the selection of third‑party advisers. Operationally, Heritage maintains ties to accounting and legal activities and lists industry roles such as insurance company sponsor, general partner, and managing member of pooled investment vehicles. The firm does not describe itself as an active ESG investor and is not a multistate adviser.