Heritage Financial Advisors, LLC
Heritage Financial Advisors, LLC is an SEC-registered mass-market adviser in Waterville, OH with $188.0M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Heritage Financial Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 154955, SEC 801-110101, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $188.0M (2026-03-27)
- Firm type
- Mass-Market Adviser
- Location
- Waterville, OH
- Employees
- 1
- Clients
- 220
- CRD
- 154955
- Ownership
- SARGEANT, CHARLOTTE, BOWMAN; NORTH COAST FINANCIAL ADVISORS LTD; WRIGHT, SASHA, M; SARGEANT, CHARLOTTE, B; WRIGHT, SASHA, MARIE
How much AUM does Heritage Financial Advisors, LLC have?
Heritage Financial Advisors, LLC reported $188.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Heritage Financial Advisors, LLC?
Disclosed owners and executives of Heritage Financial Advisors, LLC include SARGEANT, CHARLOTTE, BOWMAN, NORTH COAST FINANCIAL ADVISORS LTD, WRIGHT, SASHA, M, SARGEANT, CHARLOTTE, B, WRIGHT, SASHA, MARIE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.