Heritage Financial Counselors, LLC
Heritage Financial Counselors, LLC is an SEC-registered wealth manager in Bedminster, NJ with $235.9M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Heritage Financial Counselors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 288232, SEC 801-110841, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $235.9M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Bedminster, NJ
- Employees
- 5
- Clients
- 143
- CRD
- 288232
- Ownership
- WEIDMAN, CHARLES, PATRICK
How much AUM does Heritage Financial Counselors, LLC have?
Heritage Financial Counselors, LLC reported $235.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Heritage Financial Counselors, LLC?
Disclosed owners and executives of Heritage Financial Counselors, LLC include WEIDMAN, CHARLES, PATRICK. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.