|
⚲
|
| Hermitage Wealth Management Inc
✚
|
|
|---|---|
| CRD # | 333235 |
| SEC # | 801-134426 |
| CIK # | |
| AUM | $37.5 M (2026-03-31) |
| Employees | 14 (29% Investors, 64% Brokers) |
| Phone | 804-270-7877 |
| Address | 3761 Westerre Parkway Richmond, VA 23233 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 193 | 23.9 |
| (b) Individuals (high net worth individuals) | 4 | 6.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 7.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 200 | 37.5 |
| By Discretionary | ||
| Discretionary | 3 | 7.6 |
| Non-Discretionary | 197 | 29.9 |
| Total | 200 | 37.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 37.5 | |
| Total | 200 | 37.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Apollo Wealth Management LLC
✚
|
0.0 | |
|
Amidon & Petersen Financials LLC
✚
|
NY | 0.0 |
|
Native American Fund Advisors LLC
✚
|
OK | 0.0 |
|
Patriot Asset Management Inc
✚
|
0.0 | |
|
Invictus Advisory Services LLC
✚
|
NY | 0.0 |
|
Volumetric Advisers Inc
✚
|
0.0 | |
|
Select Investment Solutions LLC
✚
|
DC | 0.0 |
|
DARK Horse Wealth LLC
✚
|
NY | 0.0 |
|
Kaiser Wealth Management
✚
|
0.0 | |
|
Stone Ridge Advisors LLC
✚
|
0.0 |