Heritage Wealth Architects Inc


Assets, Funds, Holdings

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Heritage Wealth Architects Inc
CRD #161261
SEC #801-112783
AUM $127.8 MM (82% Disc, 98% US)
Employees7 (57% Investors, 0% Brokers)
Address55 East 5th Street
St Paul, MN 55101
Source [IAPD] [Website]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
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WI 0.1
FWG Investments LLC
KY 0.1
Kevin Bay Investments LLC
WI 0.1
Park Capital Management LLC
WI 0.1
Symphony Financial Planning LLC
CA 0.1
Barr Financial Services LLC
FL 0.1
Hixon Zuercher LLC
OH 0.1
Skyoak Wealth Management Inc
NV 0.1
True Wealth Design LLC
OH 0.1
Artemis Financial Advisors LLC
MA 0.1
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