HERITAGE FIRST WEALTH MANAGEMENT, LLC

HERITAGE FIRST WEALTH MANAGEMENT, LLC of KANSAS CITY, MO is an SEC-registered investment adviser (CRD 342502).

Registration

• CRD: 342502
• Type: Registered investment adviser
• Location: 800 W 47TH ST, SUITE 709, KANSAS CITY, MO, 64112
• Phone: 816-931-0375
• Latest filing: 2026-07-27
• Clients: 4

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 342502 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search