Heritage Grove Wealth Management, LLC
● SEC registered since 2025CRD 336771SEC# 801-133024
Reg. AUM
$88.8M
Employees
1
Accounts
51
Location
—
Heritage Grove Wealth Management, LLC assets under management
Heritage Grove Wealth Management, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2025. It reports $88.8 million in regulatory assets under management and employs 1 people.
Heritage Grove Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Leon C Mazza Control | Managing Member, Chief Compliance Officer | Over 75% | 2025 |
Frequently asked questions
How much does Heritage Grove Wealth Management, LLC manage?
Heritage Grove Wealth Management, LLC reports $88.8 million in regulatory assets under management on its Form ADV.
How many employees does Heritage Grove Wealth Management, LLC have?
Heritage Grove Wealth Management, LLC reports 1 employees.
Does Heritage Grove Wealth Management, LLC disclose fund performance?
Heritage Grove Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 925-890-8839 |
| Office hours | 7:00a.m. - 6:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$88.8M▼ 20%
May '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 94%
Larger than 6% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$88.8Mregulatory AUM
Discretionary $88.8M