# Hermitage Wealth

> Hermitage Wealth is an SEC-registered investment advisory firm in Richmond, VA, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 333235
- Filed as: HERMITAGE WEALTH
- Legal name: Hermitage Wealth Management, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Richmond, VA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/333235
- AdvisorCensus page: https://advisorcensus.com/firm/hermitage-wealth-richmond-va-333235

## Quick answers

**How is Hermitage Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Hermitage Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**How much does Hermitage Wealth charge?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Flat fee: $1,000 to $20,000 (financial planning and consulting services); Hourly rate: $200 to $2,000 an hour (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Hermitage Wealth located?**
Hermitage Wealth's principal office is in Richmond, VA, according to its Form ADV.

**Is Hermitage Wealth registered with the SEC or a state?**
Hermitage Wealth is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 333235.

**How much does Hermitage Wealth manage?**
Hermitage Wealth reports $37,535,475 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (20% discretionary).

**What types of clients does Hermitage Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (193); high net worth individuals (4).

**Which custodians does Hermitage Wealth use?**
Hermitage Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC and Nationwide Securities, LLC as custodians holding 10% or more of its separately managed account assets.

**Does Hermitage Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/333235

**What changed in Hermitage Wealth's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $0 to $37,535,475. Employees performing advisory functions went from 6 to 4. Registered or notice-filed in DC, NH.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Flat fee: $1,000 to $20,000 (financial planning and consulting services)

> HW’s financial planning and consulting fees are negotiable but can range from $ 1,000 to $20,000 on a fixed fee basis depending upon the scope and complexity of the services

- Hourly rate: $200 to $2,000 an hour (financial planning and consulting services)

> range from $200 to $2,000 per hour if engaged on an hourly rate basis.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC
- Nationwide Securities, LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $37,535,475
- Discretionary: $7,594,192
- Non-discretionary: $29,941,283

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 193 | $23,878,480 |
| High net worth individuals | 4 | $6,062,803 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $7,594,192 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 14 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, DC, FL, MD, NC, NH, SC, TN, TX, VA, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- hermitagewealth.com
- Facebook @hermitagewealth
- YouTube @UC--Gc9fhdBTcA0hUZM1JRTw

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $0 to $37,535,475.
- Employees performing advisory functions went from 6 to 4.
- Registered or notice-filed in DC, NH.

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hermitage Wealth (CRD 333235): Form ADV filing data as of October 2026.