# HERITAGE WEALTH MANAGEMENT, INC.

HERITAGE WEALTH MANAGEMENT, INC. of SAN DIEGO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 316956
- Type: SEC-registered investment adviser
- SEC file number: 801-122719
- Location: 11440 W. BERNARDO CT., STE 390, SAN DIEGO, CA, 92127
- Phone: 858-613-9191
- Latest filing: 2026-06-30
- Regulatory AUM: $643.4M
- Discretionary AUM: $643.4M
- Clients: 13
- Accounts: 226

## Business model

- Compensation: % of AUM, Hourly, Fixed, Performance
- Clients served: Individuals, High net worth, Charities, Investment cos

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Ryan Kent Gibbs | CHIEF COMPLIANCE OFFICER | — |
| Jordan Lamarr Gibbs | PRESIDENT; TRUSTEE OF JORDAN AND JESSICA GIBBS FAMILY TRUST MARCH 31, 2015 | — |
| Jessica Marie Gibbs | TRUSTEE OF JORDAN AND JESSICA GIBBS FAMILY TRUST MARCH 31, 2015 | — |
| Gregory Ryan Davis | PARTNER | — |
| Daniel Jay Shainberg | CHIEF INVESTMENT OFFICER | — |
| CAMPBELL RICHARD ALEXANDER | CHIEF INVESTMENT OFFICER | — |
| GIBBS RYAN KENT | CHIEF COMPLIANCE OFFICER | — |
| GIBBS JORDAN LAMARR | PRESIDENT; TRUSTEE OF JORDAN AND JESSICA GIBBS FAMILY TRUST MARCH 31, 2015 | — |
| GIBBS JESSICA MARIE | TRUSTEE OF JORDAN AND JESSICA GIBBS FAMILY TRUST MARCH 31, 2015 | — |
| Davis Gregory Ryan | PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/316956/brochure
- Similar advisers: https://search.stillhousedata.com/firm/316956/similar
- Related entities: https://search.stillhousedata.com/firm/316956/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/316956

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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.