HERITAGE LEGACY WEALTH LLC

HERITAGE LEGACY WEALTH LLC of BUFFALO GROVE, IL is an SEC-registered investment adviser (CRD 337548).

Registration

• CRD: 337548
• Type: Registered investment adviser
• Location: 1450 BUSCH PARKWAY, BUFFALO GROVE, IL, 60089
• Phone: (847) 282-3845
• Latest filing: 2026-07-13
• Clients: 1

Business model

Compensation: % of AUM, Hourly.

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 337548 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search