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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Heritage Financial Advisors LLC
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|---|---|
| CRD # | 154955 |
| SEC # | 801-110101 |
| CIK # | |
| AUM | $171.7 M (2025-05-08) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 419-887-5887 |
| Address | 103 North River Road Waterville, OH 43566 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 186 | 37.4 |
| (b) Individuals (high net worth individuals) | 31 | 78.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 56.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 469 | 171.7 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 469 | 171.7 |
| Total | 469 | 171.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 171.7 | |
| Total | 469 | 171.7 |
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|---|---|---|
|
Marrick Wealth LLC
✚
|
CA | 0.2 |
|
Shaffer Capital Advisers LLC
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OH | 0.2 |
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Naviquant Capital Management LLC
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0.2 | |
|
CapStar Financial Services LLC
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TX | 0.2 |
|
Jamison Hanson Advisors LLC
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|
OR | 0.2 |
|
Turner Financial Group Inc
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|
FL | 0.2 |
|
Entasis Asset Management LLC
✚
|
WI | 0.2 |
|
Sherclar Inc
✚
|
NC | 0.2 |
|
Retirewise Tax and Wealth Advisors Inc
✚
|
KS | 0.2 |
|
Sound Financial LLC
✚
|
0.2 |