Heritage Strategic Wealth, LLC
Heritage Strategic Wealth, LLC is an SEC-registered ria in Cary, IL with $45.7M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Heritage Strategic Wealth, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 338025, SEC 801-134276, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $45.7M (2026-03-30)
- Firm type
- Ria
- Location
- Cary, IL
- Employees
- 3
- Clients
- 27
- CRD
- 338025
- Ownership
- ATKINS, BRIAN, WILLIAM; CHRISTOPHER, MARIA
How much AUM does Heritage Strategic Wealth, LLC have?
Heritage Strategic Wealth, LLC reported $45.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Heritage Strategic Wealth, LLC?
Disclosed owners and executives of Heritage Strategic Wealth, LLC include ATKINS, BRIAN, WILLIAM, CHRISTOPHER, MARIA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.