Heritage Wealth Management

RIASEC RegisteredEst. 2025

Total AUM

$153M

Discretionary

$153M

100% of AUM

Avg account

$415K

Accounts

369

Employees

Advisory reps

Firm details

Headquarters: Woburn, Massachusetts
CRD number: 159158
Registered since: May 30, 2025
Website: www.hwmcorp.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI74.39%
Individuals24.69%
Charitable Organizations0.77%
Corporations / Businesses0.15%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Heritage Wealth Management is a privately owned corporate RIA that provides portfolio management and insurance-brokerage services to both individuals/families and institutional clients. The firm is SEC-registered (2025) and remains owner-operated under an individual owner structure. Its advisory scope covers discretionary portfolio management for individuals, small businesses and larger business or institutional clients. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm is not positioned as a capital allocator and does not identify as an active ESG investor or a multi-state adviser.