Heritage Wealth Management, Inc.
Heritage Wealth Management, Inc. is an SEC-registered wealth manager in San Diego, CA with $643.4M assets under management (AUM, regulatory AUM), +31% over one year. See who owns Heritage Wealth Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 316956, SEC 801-122719, data through 2026-06-30.
- AUM (assets under management / regulatory AUM)
- $643.4M (2026-06-30)
- Firm type
- Wealth Manager
- Location
- San Diego, CA
- Employees
- 13
- Clients
- 234
- CRD
- 316956
- Ownership
- JORDAN AND JESSICA GIBBS FAMILY TRUST MARCH 31, 2015; GIBBS, JORDAN, LAMARR; Davis, Gregory, Ryan; GIBBS, JESSICA, MARIE; GIBBS, RYAN, KENT
How much AUM does Heritage Wealth Management, Inc. have?
Heritage Wealth Management, Inc. reported $643.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-30).
Who owns Heritage Wealth Management, Inc.?
Disclosed owners and executives of Heritage Wealth Management, Inc. include JORDAN AND JESSICA GIBBS FAMILY TRUST MARCH 31, 2015, GIBBS, JORDAN, LAMARR, Davis, Gregory, Ryan, GIBBS, JESSICA, MARIE, GIBBS, RYAN, KENT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.