Heritage Wealth Management
Heritage Wealth Management is an SEC-registered wealth manager in Houston, TX with $357.8M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Heritage Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 122394, SEC 801-107506, data through 2026-02-19.
- AUM (assets under management / regulatory AUM)
- $357.8M (2026-02-19)
- Firm type
- Wealth Manager
- Location
- Houston, TX
- Employees
- 6
- Clients
- 218
- CRD
- 122394
- Ownership
- MICHALK, DANIEL, PAUL; CARLETON, BRETT, STEPHEN; HARRIS, IAN, ANDREW; DWYER, ROBERT, BOYD
How much AUM does Heritage Wealth Management have?
Heritage Wealth Management reported $357.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-19).
Who owns Heritage Wealth Management?
Disclosed owners and executives of Heritage Wealth Management include MICHALK, DANIEL, PAUL, CARLETON, BRETT, STEPHEN, HARRIS, IAN, ANDREW, DWYER, ROBERT, BOYD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.