HERITAGE WEALTH ADVISORS, LLC of RICHMOND, VA is an SEC-registered investment adviser (CRD 137484). Regulatory assets under management: $4.9B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities, Investment cos, Other.
Showing 25 of 28 people.
| Name | Role | Location |
|---|---|---|
| Delores Ann Remo | CHIEF EXECUTIVE OFFICER AND MANAGING DIRECTOR; MANAGING MEMBER | — |
| Charles Thomas Hill | CHIEF FINANCIAL OFFICER AND SENIOR WEALTH ADVISOR; DIRECTOR OF TAX SERVICES | — |
| Marshall Ogden Chambers | DIRECTOR OF CLIENT STRATEGY AND DEVELOPMENT | — |
| John Gwyn Jordan | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER AND MANAGING DIRECTOR; CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER AND MANAGING DIRECTOR | — |
| Caroline Elizabeth Baronian | MANAGING DIRECTOR OF INVESTMENTS | — |
| Sarah Christine Simmer | MANAGING DIRECTOR OF CLIENT EXPERIENCE | — |
| James Frank Remo | MEMBER | — |
| Tina Marie Leiter | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND CHIEF ADMINISTRATIVE OFFICER | — |
| Sara Frazier Gochenour | CHIEF OPERATING OFFICER | — |
| Steven Coles Henderson | MANAGING DIRECTOR OF PRIVATE INVESTMENTS AND FOUNDATION STRATEGIES | — |
| Meagan Elizabeth Roberts | MANAGING DIRECTOR CLIENT SERVICES; MANAGING DIRECTOR OF FINANCIAL PLANNING AND TAX | — |
| HILL RUSSELL THOMAS | CHIEF COMPLIANCE OFFICER; CLIENT SERVICES MANAGER; DIRECTOR OF CLIENT SERVICES (+3 more) | — |
| LEITER TINA MARIE | CHIEF COMPLIANCE OFFICER AND CHIEF ADMINISTRATIVE OFFICER | — |
| REMO DELORES ANN | CHIEF EXECUTIVE OFFICER AND MANAGING DIRECTOR; CHIEF EXECUTIVE OFFICER, MANAGING DIRECTOR; MANAGING DIRECTOR (+1 more) | — |
| FEATHERNGILL LISA RUDOLPH | CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR | — |
| COOKE STEVEN FREDERICK | CHIEF COMPLIANCE OFFICER | — |
| SISISKY MARK BROWN | MANAGING DIRECTOR | — |
| CHAMBERS MARSHALL OGDEN | DIRECTOR OF CLIENT STRATEGY AND DEVELOPMENT; LEAD ADVISOR; RELATIONSHIP MANAGER (+1 more) | — |
| PROUTT MARTHA ORR | DIRECTOR OF MARKETING AND SPECIAL PROJECTS, LEAD ADVISOR; RELATIONSHIP MANAGER; SENIOR RELATIONSHIP MANAGER | — |
| HENDERSON STEVEN COLES | DIRECTOR OF PRIVATE INVESTMENTS AND FOUNDATION STRATEGIES | — |
| JORDAN JOHN GWYN | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER; INVESTMENT MANAGEMENT DIRECTOR (+1 more) | — |
| BACON LAURA | CHIEF OPERATING OFFICER | — |
| BACON LAURA BENTLEY | CHIEF OPERATING OFFICER | — |
| GOCHENOUR SARA FRAZIER | CHIEF OPERATING OFFICER | — |
| BARONIAN CAROLINE ELIZABETH | DIRECTOR OF INVESTMENTS; DIRECTOR OF RESEARCH; RESEARCH MANAGER | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| MA ENDOWMENT PARTNERS, LP | Other Private Fund | Delaware | 4 | $75.7M | $1.0M |
| HERITAGE PRIVATE FUND LP SERIES 1 | Other Private Fund | Delaware | 35 | $50.1M | — |
| HERITAGE PRIVATE FUND LP SERIES 1B | Other Private Fund | Delaware | 15 | $47.5M | — |
| HERITAGE PRIVATE FUND LP SERIES 2 | Other Private Fund | Delaware | 37 | $34.2M | — |
| HERITAGE PRIVATE FUND LP SERIES 2B | Other Private Fund | Delaware | 10 | $33.0M | — |
| MA REAL ASSETS FUND 2, LP | Other Private Fund | Delaware | 24 | $12.1M | $1.0M |
| MA INVESTORS FUND 1, LLC | Other Private Fund | Delaware | 6 | $2.8M | $1.0M |
| HERITAGE PRIVATE FUND LP SERIES 3B | Other Private Fund | Delaware | 6 | — | — |
| HERITAGE PRIVATE FUND LP SERIES 3 | Other Private Fund | Delaware | 13 | — | — |
| City | State | Employees | Phone |
|---|---|---|---|
| WEXFORD | PA | 5 | (412) 259-0084 |
| CHARLOTTESVILLE | VA | 1 | 804-643-4080 |
| — | — | 1 | 804-643-4080 |