HERITAGE WEALTH ADVISORS
Firm details
- Headquarters
- RICHMOND, Virginia
- CRD number
- 137484
- Registered since
- October 27, 2005
- Website
- www.heritagewealth.net
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI53.67%
- Charitable Organizations33.57%
- Corporations / Businesses6.59%
- Pooled Investment Vehicles5.26%
- Individuals0.91%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Heritage Wealth Advisors is an independent registered investment adviser organized as an LLC and in operation since 2005. The firm serves both individual and family clients as well as institutional clients, and acts as a capital allocator that both selects outside managers and sponsors pooled vehicles. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting-style services, and selection of other advisers. Fee arrangements combine percentage-of-AUM billing with fixed fees. Heritage identifies as an active ESG investor and is structured to sponsor or serve as general partner/managing member of private pooled vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities34%
- Public Funds/Mutual Funds33%
- US Government Bonds12%
- Private Funds10%
- State & Local Bonds4%
Owners & executives
3 of 4SARA GOCHENOUR
Chief Operating OfficerCRD 5981851
TINA LEITER
Chief Compliance Officer & Chief Administrative OfficerCRD 2223810
DELORES REMO
Founder, CEO and Managing DirectorCRD 2847665
Contacts
3 of 13CAROLINE BARONIAN
Director of ResearchCRD 5935423
Jason Barbera
DirectorCRD 7590543
Matthew Osten
Investment AssociateCRD 7338521
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 188Active vs passive
$1.4B in ETFs
99%
$1.4B
<1%
$10M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $443M | 678,104 | 31.01% |
Location
RICHMOND, VA
RICHMOND CITY
Location
RICHMOND, VA
Headquartered in RICHMOND, VA, in the South of the United States.
- Region
- South
- County
- RICHMOND CITY
- Address
- 919 E Main St
- Time zone
- ET (UTC-5)
- Office locations
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