# Heritage Wealth

> Heritage Wealth is a state-registered investment advisory firm in Naperville, IL, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.

- CRD: 315288
- Filed as: HERITAGE WEALTH
- Legal name: Heritage Wealth, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Naperville, IL
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/315288
- AdvisorCensus page: https://advisorcensus.com/firm/heritage-wealth-naperville-il-315288

## Quick answers

**How is Heritage Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Heritage Wealth reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Heritage Wealth located?**
Heritage Wealth's principal office is in Naperville, IL, according to its Form ADV.

**Is Heritage Wealth registered with the SEC or a state?**
Heritage Wealth is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 315288.

**How much does Heritage Wealth manage?**
Heritage Wealth reports $55,083,121 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (98% discretionary).

**What types of clients does Heritage Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (55); high net worth individuals (15).

**Does Heritage Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/315288

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $55,083,121
- Discretionary: $53,755,532
- Non-discretionary: $1,327,589

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 55 | $19,178,557 |
| High net worth individuals | 15 | $35,904,564 |

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

### Firm details
- Registered since: 2021 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- htgwealth.com
- Facebook facebook.com
- LinkedIn @42276484

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Heritage Wealth (CRD 315288): Form ADV filing data as of October 2026.