# HERITAGE FINANCIAL COUNSELORS, LLC

HERITAGE FINANCIAL COUNSELORS, LLC of BEDMINSTER, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 288232
- Type: SEC-registered investment adviser
- SEC file number: 801-110841
- Location: 442 MAIN STREET (ROUTE 202), BEDMINSTER, NJ, 07921
- Phone: 862-579-2899
- Latest filing: 2026-03-31
- Regulatory AUM: $235.9M
- Non-discretionary AUM: $235.9M
- Clients: 5
- Accounts: 425

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Charles Patrick Weidman | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| WEIDMAN CHARLES PATRICK | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/288232/brochure
- Similar advisers: https://search.stillhousedata.com/firm/288232/similar
- Related entities: https://search.stillhousedata.com/firm/288232/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/288232

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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.