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Building 2HERITAGE WEALTH MANAGEMENT, LLC

Map pinPHOENIX, AZ
Phone602-775-5400
NotebookSEC #801-110550
Total AUM
$545.1M
Employees
28
Clients
804

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2355 E. CAMELBACK ROAD
STE. 330
PHOENIX
AZ 85016
United States
Operating Hours
8:30AM - 5:00 PM
Monday - Friday
Phone
602-775-5400
Other Offices
5

ReceiptFinancials

Total AUM
$545.1M
Accounts
807
Discretionary
$545.1M
Accounts
807
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
643
AUM
$259.3M
HNW Individual Clients
158
AUM
$283.1M
Pension/Profit Sharing Plan Clients
1
AUM
$256.7K
Charitable Organization Clients
1
AUM
$52.3K
Corporation or Business Clients
1
AUM
$2.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLILINKSLAMNNYSCTXWAWI

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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