HERITAGE WEALTH

HERITAGE WEALTH of NAPERVILLE, IL is an SEC-registered investment adviser (CRD 315288). Regulatory assets under management: $55.1M.

Registration

• CRD: 315288
• Type: Registered investment adviser
• Location: 55 SHUMAN BOULEVARD, NAPERVILLE, IL, 60563
• Phone: 312-919-2090
• Latest filing: 2026-03-19
• Regulatory AUM: $55.1M
• Discretionary AUM: $53.8M
• Non-discretionary AUM: $1.3M
• Clients: 1
• Accounts: 158

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 315288 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search