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| Keyboard |
| Heritage Wealth Management Group Ltd
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|---|---|
| CRD # | 148459 |
| SEC # | 801-120938 |
| CIK # | 0001834505, 0001944755 |
| AUM | 152.2 M (2026-03-10) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 757-321-3725 |
| Address | 733 Boush Street Norfolk, VA 23510-1591 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| AbbVie Inc | 0.0 | ||
| Cisco Systems Inc | 0.0 | ||
| Valero Energy Corp/Tx | 0.0 | ||
| Ace Ltd | 0.0 | ||
| Allstate Corp | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Merck & Co Inc | 0.0 | ||
| Cameco Corp | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 137 | 46.3 |
| (b) Individuals (high net worth individuals) | 40 | 105.1 |
| (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 | 2 | 0.3 |
| (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 | 1 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 460 | 152.2 |
| By Discretionary | ||
| Discretionary | 460 | 152.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 460 | 152.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 152.2 | |
| Total | 460 | 152.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001834505] | |
| 13F-HR | [0001944755] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail |
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