# Heritage Private Wealth

> 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.

- CRD: 328326
- Filed as: HERITAGE PRIVATE WEALTH
- Legal name: Private Wealth Group, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Nashville, TN
- Filing period: October 2026
- Form ADV filing dated: September 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/328326
- AdvisorCensus page: https://advisorcensus.com/firm/heritage-private-wealth-nashville-tn-328326

## Quick answers

**How is Heritage Private Wealth compensated?**
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.

**Where is Heritage Private Wealth located?**
Heritage Private Wealth's principal office is in Nashville, TN, according to its Form ADV.

**Is Heritage Private Wealth registered with the SEC or a state?**
Heritage Private Wealth is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 328326.

**How much does Heritage Private Wealth manage?**
Heritage Private Wealth reports $14,227,891 in regulatory assets under management in its Form ADV filing dated September 20, 2026 (100% discretionary).

**What types of clients does Heritage Private Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (78); high net worth individuals (1).

**Does Heritage Private Wealth report any disciplinary disclosures?**
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

**What changed in Heritage Private Wealth's recent Form ADV filings?**
In the October 2026 filing data: Item 11 disclosure answers changed: 1 yes answer, previously 0 (now yes: 11.E(4)).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $14,227,891
- Discretionary: $14,227,891
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 78 | $11,018,204 |
| High net worth individuals | 1 | $3,209,687 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2023 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TN
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.E(4): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/328326

### Websites listed on Form ADV (Item 1.I)
- heritagepvtwealth.com

## Changes in the filing (last 12 months)

### October 2026
- Item 11 disclosure answers changed: 1 yes answer, previously 0 (now yes: 11.E(4)).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Heritage Private Wealth (CRD 328326): Form ADV filing data as of October 2026.