# HERITAGE WEALTH MANAGEMENT, LLC

HERITAGE WEALTH MANAGEMENT, LLC of PHOENIX, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 287909
- Type: SEC-registered investment adviser
- SEC file number: 801-110550
- Location: 2355 E. CAMELBACK ROAD, STE. 330, PHOENIX, AZ, 85016
- Phone: 602-775-5400
- Latest filing: 2023-03-31
- Regulatory AUM: $545.1M
- Discretionary AUM: $545.1M
- Clients: 28
- Accounts: 807

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| RHONEMUS BARRY SCOTT | MANAGING MEMBER | — |
| BARKER JACK ANDREW | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| FROST MICHAEL BRENT | MANAGING MEMBER | — |
| Nelson Ralph Erwin | MANAGING MEMBER | — |
| MAXEY DAVID ELGIN | MANAGING MEMBER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| HAINES BRADLEY JAMES | MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/287909/brochure
- Similar advisers: https://search.stillhousedata.com/firm/287909/similar
- Related entities: https://search.stillhousedata.com/firm/287909/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/287909

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.