Hermitage Wealth
Hermitage Wealth is an SEC-registered mass-market adviser in Richmond, VA with $37.5M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Hermitage Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 333235, SEC 801-134426, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $37.5M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Richmond, VA
- Employees
- 14
- Clients
- 197
- CRD
- 333235
- Ownership
- HOFFER, JOHN CORY; HOFFER, JANINE, CATE
How much AUM does Hermitage Wealth have?
Hermitage Wealth reported $37.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Hermitage Wealth?
Disclosed owners and executives of Hermitage Wealth include HOFFER, JOHN CORY, HOFFER, JANINE, CATE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.