# HERMITAGE WEALTH MANAGEMENT, INC.

HERMITAGE WEALTH MANAGEMENT, INC. of RICHMOND, VA is an SEC-registered investment adviser.

## Registration

- CRD: 333235
- Type: SEC-registered investment adviser
- SEC file number: 801-134426
- Location: 3761 WESTERRE PARKWAY, SUITE G, RICHMOND, VA, 23233
- Phone: 804-270-7877
- Latest filing: 2026-03-31
- Regulatory AUM: $37.5M
- Discretionary AUM: $7.6M
- Non-discretionary AUM: $29.9M
- Clients: 14
- Accounts: 200

## Business model

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

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| John Cory Hoffer | PRINCIPAL OWNER, CHIEF COMPLIANCE OFFICER | — |
| Janine Cate Hoffer | SHAREHOLDER, CHIEF FINANCIAL OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/333235/brochure
- Similar advisers: https://search.stillhousedata.com/firm/333235/similar
- Related entities: https://search.stillhousedata.com/firm/333235/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/333235

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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.