Heritage Financial Advisors, LLC
● SEC registered since 2017CRD 154955SEC# 801-110101Waterville, OH
Reg. AUM
$188M
Employees
1
Accounts
502
Location
Waterville, OH
Heritage Financial Advisors, LLC assets under management
Heritage Financial Advisors, LLC is a registered investment adviser overseen by the SEC based in Waterville, OH. The firm has been registered since 2017. It reports $188 million in regulatory assets under management and employs 1 people.
Heritage Financial Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| S.m. Wright, LLC Control | Member | Over 75% | 2010 |
| Sasha Marie Wright Control | Managing Member/Chief Compliance Officer | Under 5% | 2010 |
| Sasha Marie Wright Control | Managing Member | Over 75% | 2008 |
Frequently asked questions
How much does Heritage Financial Advisors, LLC manage?
Heritage Financial Advisors, LLC reports $188 million in regulatory assets under management on its Form ADV.
How many employees does Heritage Financial Advisors, LLC have?
Heritage Financial Advisors, LLC reports 1 employees.
Where is Heritage Financial Advisors, LLC located?
Heritage Financial Advisors, LLC is based in Waterville, OH and has been SEC-registered since 2017.
Does Heritage Financial Advisors, LLC disclose fund performance?
Heritage Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 103 North River Road, Suite a, Waterville, OH 43566 |
| Phone | 419-887-5887 |
| Office hours | By Appointment Only |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$188M▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 76%
Larger than 24% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$188Mregulatory AUM
Discretionary $0Non-discretionary $188M