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Building 2HERITAGE WEALTH MANAGEMENT, LLC

Map pinPHOENIX, AZ
Phone(602) 569-9959
NotebookSEC #801-106598
Total AUM
$159.3M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1440 E. MISSOURI AVE
SUITE C200
PHOENIX
AZ 85014
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
(602) 569-9959

ReceiptFinancials

Total AUM
$159.3M
Accounts
861
Discretionary
$158.8M
Accounts
859
Non-Discretionary
$483K
Accounts
2

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SELECTION OF OTHER ADVISERS FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCALATX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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