Heritage Wealth Advisors

Company Profile

Heritage Wealth Advisors is a fund manager in Richmond with $3.08 bn assets under management.

Website

Incorporated

Location

Fiscal year end

Industry

SEC CIK

IRS number

364579334

SEC advisor number

801-64803

FINRA CRD number

137484

AUM ?

$3.08 bn (as of 4 Apr 23)

Accounts

1,345 (as of 4 Apr 23)

Employees

30 (16 investment advisory or research)

Address

Heritage Wealth Advisors
919 E MAIN STREET
SUITE 950
RICHMOND
VA 23219

Office hours

Monday - Friday, 8:00 AM - 5:00 PM

Phone

8046434080

Brochures

Owner	Title	From	%Ownership
Remo, Delores, Ann	Chief Executive Officer, Managing Director	09/2005	10-25%
Hill, Charles, Thomas	Director of Tax Services	01/2006	10-25%
Chambers, Marshall, Ogden	Director of Client Strategy and Development	01/2011	5-10%
Jordan, John, Gwyn	Chief Investment Officer, Chief Compliance Officer	10/2012	25-50%
Baronian, Caroline, Elizabeth	Director of Research	01/2019	< 5%
Simmer, Sarah, Christine	Partner and Senior Wealth Adviser	01/2022	< 5%
Remo Heritage Venture, LLC	Member	08/2022	25-50%
Remo, Delores, Ann	Managing Member	07/2021	50-75%
Remo, James, Frank	Member	07/2021	50-75%

Fund structure	AUM	Fund type
Heritage Wealth Advisors	$3.08 bn
Heritage Private Fund LP Series 1	$74.79 mm	Other Private Fund
Heritage Private Fund LP Series 1B	$70.94 mm	Other Private Fund