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SEC Form ADV

HERITAGE WEALTH MANAGEMENT, INC.

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

Registered Investment AdviserCA
$643.4M
Assets Under Management
13
Employees
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Registration Details

Accession
crd-316956
Location
SAN DIEGO, CA
Filing Date
June 30, 2026
AUM
$643.4M
Institutional Clients
10
Employees
13
Amendment
No
SEC EDGAR
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Client Types

IndividualsHNW IndividualsPooled Investment VehiclesCharitable OrganizationsInsurance CompaniesCorporations

Private Funds

8 private funds reported on Form ADV Schedule D 7.B.1, $230.3M in combined gross assets.

  • HERITAGE PRIVATE OPPORTUNITIES PORTFOLIO LPHedge FundMaster Fund$78.2M
  • HERITAGE PRIVATE OPPORTUNITIES PORTFOLIO OFFSHORE LPHedge Fund$37.5M
  • AH DEBT INCOME LPOther Private Fund$34.6M
  • HERITAGE INCOME FUND LPHedge Fund$31.5M
  • DIVERSIFIED PRIVATE EQUITY FUND LPPrivate Equity Fund$16.4M
  • HERITAGE MARITIME LPPrivate Equity Fund$14.5M
  • HERITAGE INS SPV LPPrivate Equity Fund$14.4M
  • HERITAGE GESA LPPrivate Equity Fund$3.2M

About this Adviser

HERITAGE WEALTH MANAGEMENT, INC. is a registered investment adviser headquartered in SAN DIEGO, CA, managing approximately $643.4M in assets. This data is sourced from the SEC's EDGAR database via Form ADV.

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