Heritage Asset Management, LLC
● SEC registered since 2022CRD 323344SEC# 801-126700Belton, MO
Reg. AUM
$155M
Employees
2
Accounts
1,293
Location
Belton, MO
Heritage Asset Management, LLC assets under management
Heritage Asset Management, LLC is an SEC-registered investment adviser based in Belton, MO. The firm has been registered since 2022. It reports $155 million in regulatory assets under management and employs 2 people.
Heritage Asset Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Wayne Thompson Control | Managing Member/Cco | Over 75% | 2022 |
Frequently asked questions
How much does Heritage Asset Management, LLC manage?
Heritage Asset Management, LLC reports $155 million in regulatory assets under management on its Form ADV.
How many employees does Heritage Asset Management, LLC have?
Heritage Asset Management, LLC reports 2 employees.
Where is Heritage Asset Management, LLC located?
Heritage Asset Management, LLC is based in Belton, MO and has been SEC-registered since 2022.
Does Heritage Asset Management, LLC disclose fund performance?
Heritage Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7926 E 171st Street, Belton, MO 64012 |
| Phone | 816-348-2060 |
| Fax | 816-348-2070 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$155M▲ 19%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$155Mregulatory AUM
Discretionary $155M