Heritage Strategic Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Cary, IL. Its latest Form ADV filing, dated March 30, 2026, reports $46M in regulatory assets under management, 3 employees, 1 office, and 27 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 88.9% of total clients.
Top client categories% of clientsClients
1
Individuals
88.9%
24
2
Corporations
7.4%
2
3
HNWI
3.7%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$46Mas of March 30, 2026
Discretionary100.0%
$46M
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.
Total AUM$46M
Total Accounts27
10Y AUM Change+$46M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee9:1
10Y Employee Change+2 (+200.0%)
* 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.