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HERITAGE WEALTH MANAGEMENT GROUP, LTD

dba HERITAGE WEALTH MANAGEMENT GROUP, LTD · CRD 148459 · Registered Investment Adviser

HERITAGE WEALTH MANAGEMENT GROUP, LTD is a Registered Investment Adviser headquartered in NORFOLK, VA. The firm reports $152,216,991 in regulatory assets under management across 460 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$152,216,991
Non-discretionary$0
Total RAUM$152,216,991
Accounts460

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 148459. adviserinfo.sec.gov/firm/summary/148459.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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