Heritage Retirement Advisors, LLC
Heritage Retirement Advisors, LLC is an SEC-registered wealth manager in Colleyville, TX with $351.1M assets under management (AUM, regulatory AUM), +24% over one year. See who owns Heritage Retirement Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 165191, SEC 801-113257, data through 2026-03-08.
- AUM (assets under management / regulatory AUM)
- $351.1M (2026-03-08)
- Firm type
- Wealth Manager
- Location
- Colleyville, TX
- Employees
- 3
- Clients
- 345
- CRD
- 165191
- Ownership
- HUTTO, GREGORY, LYNN
How much AUM does Heritage Retirement Advisors, LLC have?
Heritage Retirement Advisors, LLC reported $351.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-08).
Who owns Heritage Retirement Advisors, LLC?
Disclosed owners and executives of Heritage Retirement Advisors, LLC include HUTTO, GREGORY, LYNN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.