HERITAGE WEALTH PARTNERS, LLC

HERITAGE WEALTH PARTNERS, LLC of DUBLIN, OH is an SEC-registered investment adviser (CRD 290276). Regulatory assets under management: $176.3M.

Registration

• CRD: 290276
• SEC file number: 801-122695
• Type: Registered investment adviser
• Location: 6215 EMERALD PARKWAY, UNIT 1, DUBLIN, OH, 43016
• Phone: 614-389-2488
• Latest filing: 2025-03-25
• Regulatory AUM: $176.3M
• Discretionary AUM: $176.3M
• Clients: 13
• Accounts: 1,372

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (3)

Branch offices (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 290276 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search