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SEC Form ADV · CIK 1591122

HERITAGE WEALTH ADVISORS

Firm profile: Heritage Wealth Counselors — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserVA
$4.9B
Assets Under Management
10
Total Clients
36
Employees
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Registration Details

CIK
1591122
Accession
crd-137484
Location
RICHMOND, VA
Filing Date
July 30, 2026
AUM
$4.9B
Total Clients
10
Institutional Clients
26
Employees
36
Amendment
No
SEC EDGAR
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Client Types

IndividualsHNW IndividualsPooled Investment VehiclesCharitable OrganizationsCorporations

Private Funds

9 private funds reported on Form ADV Schedule D 7.B.1, $255.4M in combined gross assets.

  • MA ENDOWMENT PARTNERS, LPOther Private Fund$75.7M
  • HERITAGE PRIVATE FUND LP SERIES 1Other Private Fund$50.1M
  • HERITAGE PRIVATE FUND LP SERIES 1BOther Private Fund$47.5M
  • HERITAGE PRIVATE FUND LP SERIES 2Other Private Fund$34.2M
  • HERITAGE PRIVATE FUND LP SERIES 2BOther Private Fund$33.0M
  • MA REAL ASSETS FUND 2, LPOther Private Fund$12.1M
  • MA INVESTORS FUND 1, LLCOther Private Fund$2.8M
  • HERITAGE PRIVATE FUND LP SERIES 3Other Private Fund—
  • HERITAGE PRIVATE FUND LP SERIES 3BOther Private Fund—

About this Adviser

HERITAGE WEALTH ADVISORS is a registered investment adviser headquartered in RICHMOND, VA, managing approximately $4.9B in assets across 10 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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