Heritage Wealth Management Group, Ltd
Heritage Wealth Management Group, Ltd is an SEC-registered mass-market adviser in Norfolk, VA with $152.2M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Heritage Wealth Management Group, Ltd: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 148459, SEC 801-120938, data through 2026-03-10.
- AUM (assets under management / regulatory AUM)
- $152.2M (2026-03-10)
- Firm type
- Mass-Market Adviser
- Location
- Norfolk, VA
- Employees
- 5
- Clients
- 180
- CRD
- 148459
- Ownership
- SHAFFER, GARY, SAMUEL; CHRISTIE, CHARLES, CODY; BROADHURST, MICHAEL, BENJAMIN; Coplon, Stephen; HUSSEY, KEVIN, PATRICK
How much AUM does Heritage Wealth Management Group, Ltd have?
Heritage Wealth Management Group, Ltd reported $152.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-10).
Who owns Heritage Wealth Management Group, Ltd?
Disclosed owners and executives of Heritage Wealth Management Group, Ltd include SHAFFER, GARY, SAMUEL, CHRISTIE, CHARLES, CODY, BROADHURST, MICHAEL, BENJAMIN, Coplon, Stephen, HUSSEY, KEVIN, PATRICK. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.