# HERITAGE WEALTH PARTNERS, LLC

HERITAGE WEALTH PARTNERS, LLC of DUBLIN, OH is an SEC-registered investment adviser.

## Registration

- CRD: 290276
- Type: SEC-registered investment adviser
- SEC file number: 801-122695
- 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)

| Name | Role | Location |
| --- | --- | --- |
| [Matthew Ralph Keyes](https://search.stillhousedata.com/person/711499) | PARTNER/CCO | — |
| [SANDS GREGORY P](https://search.stillhousedata.com/person/780650) | PARTNER / CCO | — |
| [KEYES MATTHEW RALPH](https://search.stillhousedata.com/person/870140) | PARTNER; PARTNER/CCO | — |


## Branch offices (4)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| KENTON | OH | 1 | 614-389-2488 |
| WORTHINGTON | OH | 1 | 614-975-9158 |
| KENTON | OH | 1 | 614-389-2488 |
| WORTHINGTON | OH | 1 | 614-975-9158 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/290276/brochure
- Similar advisers: https://search.stillhousedata.com/firm/290276/similar
- Related entities: https://search.stillhousedata.com/firm/290276/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/290276

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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.