Heritage Wealth Management Group, Ltd is an SEC registered investment adviser organized as a corporation with a primary office location in Norfolk, VA. Its latest Form ADV filing, dated March 10, 2026, reports $152M in regulatory assets under management, 5 employees, 1 office, and 460 accounts.
Assets Under Management
$152M
Employees
5
Offices
1 office
Total Clients
180
Primary office
NORFOLK, VA
733 BOUSH STREET, SUITE 100, NORFOLK, VA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 76.1% of total clients.
Top client categories% of clientsClients
1
Individuals
76.1%
137
2
HNWI
22.2%
40
3
Charitable
1.1%
2
4
Corporations
0.6%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$152Mas of March 10, 2026
Discretionary100.0%
$152M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$152M
Total Accounts460
10Y AUM Change+$15M (+10.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee36:1
10Y Employee Change-4 (-44.4%)
* 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.