HERITAGE STRATEGIC WEALTH, LLC

HERITAGE STRATEGIC WEALTH, LLC of CARY, IL is an SEC-registered investment adviser (CRD 338025). Regulatory assets under management: $45.7M.

Registration

• CRD: 338025
• SEC file number: 801-134276
• Type: Registered investment adviser
• Location: 117 W MAIN STREET, CARY, IL, 60013
• Phone: 815-200-9774
• Latest filing: 2026-03-30
• Regulatory AUM: $45.7M
• Discretionary AUM: $45.7M
• Clients: 3
• Accounts: 27

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 338025 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search