Heritage Wealth Advisors
Heritage Wealth Advisors is an SEC-registered wealth manager in Cincinnati, OH with $604.7M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Heritage Wealth Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 312545, SEC 801-121624, data through 2026-03-17.
- AUM (assets under management / regulatory AUM)
- $604.7M (2026-03-17)
- Firm type
- Wealth Manager
- Location
- Cincinnati, OH
- Employees
- 6
- Clients
- 201
- CRD
- 312545
- Ownership
- HOLWADEL, DAVID, KENT; MEREDITH, LINDSEY, CROCKER; THOMPSON, JEFFREY, P; HIGGINS, ROSEANN; OLVERA, TANYA, MICHELLE
How much AUM does Heritage Wealth Advisors have?
Heritage Wealth Advisors reported $604.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-17).
Who owns Heritage Wealth Advisors?
Disclosed owners and executives of Heritage Wealth Advisors include HOLWADEL, DAVID, KENT, MEREDITH, LINDSEY, CROCKER, THOMPSON, JEFFREY, P, HIGGINS, ROSEANN, OLVERA, TANYA, MICHELLE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.