Heritage Wealth Management
Heritage Wealth Management is an SEC-registered mass-market adviser in Medford, MA with $153.2M assets under management (AUM, regulatory AUM), +30% over one year. See who owns Heritage Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 159158, SEC 801-132674, data through 2026-03-20.
- AUM (assets under management / regulatory AUM)
- $153.2M (2026-03-20)
- Firm type
- Mass-Market Adviser
- Location
- Medford, MA
- Employees
- 2
- Clients
- 218
- CRD
- 159158
- Ownership
- SERRATORE, VINCENT; Horgan, Katherine, Salome
How much AUM does Heritage Wealth Management have?
Heritage Wealth Management reported $153.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-20).
Who owns Heritage Wealth Management?
Disclosed owners and executives of Heritage Wealth Management include SERRATORE, VINCENT, Horgan, Katherine, Salome. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.