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Building 2HERITAGE WEALTH PARTNERS, LLC

Map pinDUBLIN, OH
Phone614-389-2488
NotebookSEC #801-122695
Total AUM
$176.3M
Employees
13
Clients
923

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6215 EMERALD PARKWAY
UNIT 1
DUBLIN
OH 43016
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
614-389-2488
Other Offices
2

ReceiptFinancials

Total AUM
$176.3M
Accounts
1,372
Discretionary
$176.3M
Accounts
1,372
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
876
AUM
$109.4M
HNW Individual Clients
46
AUM
$66.6M
Charitable Organization Clients
1
AUM
$301.2K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLAOHTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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