Heritage Legacy Wealth LLC

Overview

Heritage Legacy Wealth LLC is a small, individually owned limited liability company that combines insurance brokerage with basic advisory services. Its stated advisory activities are financial planning and portfolio management for individuals and small businesses. The firm charges clients based on a percentage of assets under management and may also bill hourly for certain services. Regulatory details are sparse: the firm's SEC registration year is not provided and it is classified as "Unclassified" in the available data. It does not describe itself as a capital allocator, is not an active ESG investor, is not designated a multi-state adviser, and is not identified as a pension consultant or related adviser. An affiliation with an insurance company is noted, which aligns with its brokerage activity.

Assets & Accounts