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| Happy Holidays!! thanks for using AUM13F!! |
| Heritage Wealth Management Group Ltd
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| CRD # | 148459 |
| SEC # | 801-120938 |
| CIK # | 0001944755, 0001834505 |
| AUM | $124.1 M (2025-06-18) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 7573213725205 |
| Address | 733 Boush Street Norfolk, VA 23510-1591 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001944755 0001834505 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.0 | ||
| Procter & Gamble Co | 0.0 | ||
| Apple Inc | 0.0 | ||
| US Bancorp de | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Wal Mart Stores Inc | 0.0 | ||
| Lilly Eli & Co | 0.0 | ||
| Cincinnati Financial Corp | 0.0 | ||
| Kroger Co | 0.0 | ||
| AbbVie Inc | 0.0 | ||
| Johnson & Johnson | 0.0 | ||
| Cisco Systems Inc | 0.0 | ||
| Ace Ltd | 0.0 | ||
| Allstate Corp | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Chevron Corp | 0.0 | ||
| Oracle Corp | 0.0 | ||
| Eaton Corp Ltd | 0.0 | ||
| McDonalds Corp | 0.0 | ||
| AT&T Inc | 0.0 | ||
| Deere & Co | 0.0 | ||
| Analog Devices Inc | 0.0 | ||
| Caterpillar Inc | 0.0 | ||
| Cintas Corp | 0.0 | ||
| Valero Energy Corp/Tx | 0.0 | ||
| Broadcom Inc | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 141 | 45.3 |
| (b) Individuals (high net worth individuals) | 30 | 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 | 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 | 443 | 124.1 |
| By Discretionary | ||
| Discretionary | 436 | 121.0 |
| Non-Discretionary | 7 | 3.1 |
| Total | 443 | 124.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 124.1 | |
| Total | 443 | 124.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001834505] | |
| 13F-HR | [0001944755] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Boyd Capital Management LLC
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|
NY | 0.1 |
|
Intrinsic Investors LLC
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|
WI | 0.1 |
|
Strategic Asset Management LLC
✚
|
MN | 0.1 |
|
American Investment Advisors Inc
✚
|
WI | 0.1 |
|
Littlefield Asset Management Inc
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|
0.1 | |
|
Clear Sky Financial LP
✚
|
TX | 0.1 |
|
Sound Portfolio Advisors LLC
✚
|
CT | 0.1 |
|
Bluelist Partners LLC
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|
VA | 0.1 |
|
Unify Financial LLC
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|
FL | 0.1 |
|
TC Financial Management Co Inc
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|
NJ | 0.1 |