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Building 2HERITAGE WEALTH ADVISORS

Map pinRICHMOND, VA
Phone804-643-4080
NotebookSEC #801-64803
Total AUM
$4.9B
Employees
36
Clients
451

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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