Heritage Asset Management, LLC
Heritage Asset Management, LLC is an SEC-registered mass-market adviser in Belton, MO with $155.0M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Heritage Asset Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 323344, SEC 801-126700, data through 2026-01-29.
- AUM (assets under management / regulatory AUM)
- $155.0M (2026-01-29)
- Firm type
- Mass-Market Adviser
- Location
- Belton, MO
- Employees
- 2
- Clients
- 749
- CRD
- 323344
- Ownership
- THOMPSON, DAVID, WAYNE
How much AUM does Heritage Asset Management, LLC have?
Heritage Asset Management, LLC reported $155.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-29).
Who owns Heritage Asset Management, LLC?
Disclosed owners and executives of Heritage Asset Management, LLC include THOMPSON, DAVID, WAYNE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.