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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 filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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