Heritage Wealth Architects Inc

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Assets, Funds, Holdings

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Heritage Wealth Architects Inc
CRD #161261
SEC #801-112783
CIK #
AUM $258.8 MM (2024-02-07)
Employees 5 (80% Investors, 0% Brokers)
Phone651-289-6444
Address1270 Northland Drive
Mendota Heights, MN 55120
Source [IAPD] [Website]
Total AUM ($MM)
3002401801206002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 83 24.7
(b) Individuals (high net worth individuals) 93 207.9
(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 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 1.5
(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 5 24.7
(n) Other 0 0.0
Total 681 258.8
By Discretionary
Discretionary 582 190.0
Non-Discretionary 99 68.8
Total 681 258.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 258.8
Total 681 258.8
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