HERITAGE STRATEGIC WEALTH, LLC

Overview

Heritage Strategic Wealth, LLC is an independent registered investment adviser that provides financial planning and portfolio management primarily for individuals, families and small-business clients, while also working with institutional accounts. The firm charges fees based on a percentage of assets under management and runs discretionary mandates. Its stated investment preference is equities, with a clear tilt toward exchange-traded instruments. The firm is organized as a limited liability company and is classified as an independent RIA. Heritage Strategic Wealth, LLC also has related-adviser and sponsor/GP-type affiliations, which gives it the capacity to act in roles such as sponsor, general partner or managing member of pooled investment vehicles and to serve in CPO/CTA capacities. Heritage Strategic Wealth, LLC does not position itself as a capital allocator and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices