Hermitage Wealth is an SEC registered investment adviser organized as a corporation with a primary office location in Richmond, VA. Its latest Form ADV filing, dated March 31, 2026, reports $38M in regulatory assets under management, 14 employees, and 200 accounts.
Assets Under Management
$38M
Employees
14
Offices
--
Total Clients
197
Primary office
RICHMOND, VA
3761 WESTERRE PARKWAY, SUITE G, RICHMOND, VA, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 98.0% of total clients.
Top client categories% of clientsClients
1
Individuals
98.0%
193
2
HNWI
2.0%
4
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$38Mas of March 31, 2026
Discretionary20.2%
$8M
20% of total RAUM20.2%
Non-discretionary79.8%
$30M
80% of total RAUM79.8%
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.
Total AUM$38M
Total Accounts200
10Y AUM Change+$38M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee14:1
10Y Employee Change+3 (+27.3%)
* 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.