{
  "crd_number": 328326,
  "slug": "heritage-private-wealth-nashville-tn-328326",
  "primary_business_name": "HERITAGE PRIVATE WEALTH",
  "legal_name": "PRIVATE WEALTH GROUP, LLC",
  "dbas": [],
  "city": "Nashville",
  "state": "TN",
  "country": "United States",
  "cbsa_code": "34980",
  "metro": {
    "cbsa_code": "34980",
    "common_name": "Nashville",
    "msa_name": "Nashville-Davidson--Murfreesboro--Franklin, TN",
    "path": "/advisors/tn/nashville"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2023-10-23",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-09-20",
  "carried_forward": false,
  "raum_total": 14227891.0,
  "raum_discretionary": 14227891.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 11018204.0,
      "count": 78
    },
    "high_net_worth_individuals": {
      "raum": 3209687.0,
      "count": 1,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "TN"
  ],
  "websites": [
    "https://heritagepvtwealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/328326",
  "disclosure_items": [
    {
      "item": "11.E(4)",
      "question": "Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?"
    }
  ],
  "city_as_filed": "NASHVILLE",
  "url": "https://advisorcensus.com/firm/heritage-private-wealth-nashville-tn-328326",
  "display_name": "Heritage Private Wealth",
  "summary": "Heritage Private Wealth is a state-registered investment advisory firm in Nashville, TN, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 20, 2026.",
  "citation": "AdvisorCensus. Heritage Private Wealth (CRD 328326): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Heritage Private Wealth compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Heritage Private Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges."
    },
    {
      "q": "Where is Heritage Private Wealth located?",
      "a": "Heritage Private Wealth's principal office is in Nashville, TN, according to its Form ADV."
    },
    {
      "q": "Is Heritage Private Wealth registered with the SEC or a state?",
      "a": "Heritage Private Wealth is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 328326."
    },
    {
      "q": "How much does Heritage Private Wealth manage?",
      "a": "Heritage Private Wealth reports $14,227,891 in regulatory assets under management in its Form ADV filing dated September 20, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Heritage Private Wealth serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (78); high net worth individuals (1)."
    },
    {
      "q": "Does Heritage Private Wealth report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/328326"
    },
    {
      "q": "What changed in Heritage Private Wealth's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Item 11 disclosure answers changed: 1 yes answer, previously 0 (now yes: 11.E(4))."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Item 11 disclosure answers changed: 1 yes answer, previously 0 (now yes: 11.E(4))."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/heritage-private-wealth-nashville-tn-328326.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 78,
      "fewer_than_5": false,
      "raum": 11018204.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 1,
      "fewer_than_5": true,
      "raum": 3209687.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/328326",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}