Heritage Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Houston, TX. Its latest Form ADV filing, dated February 19, 2026, reports $358M in regulatory assets under management, 6 employees, and 803 accounts.
Assets Under Management
$358M
Employees
6
Offices
--
Total Clients
218
Primary office
HOUSTON, TX
4400 POST OAK PARKWAY, SUITE 2510, HOUSTON, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 50.9% of total clients.
Top client categories% of clientsClients
1
HNWI
50.9%
111
2
Individuals
49.1%
107
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$358Mas of February 19, 2026
Discretionary99.8%
$357M
100% of total RAUM99.8%
Non-discretionary0.2%
$734K
0% of total RAUM0.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$358M
Total Accounts803
10Y AUM Change+$233M (+185.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee36:1
10Y Employee Change+1 (+20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.