Heritage Strategic Wealth, LLC
● SEC registered since 2025CRD 338025SEC# 801-134276Cary, IL
Reg. AUM
$45.7M
Employees
3
Accounts
27
Location
Cary, IL
Heritage Strategic Wealth, LLC assets under management
Heritage Strategic Wealth, LLC is an investment advisory firm registered with the SEC based in Cary, IL. The firm has been registered since 2025. It reports $45.7 million in regulatory assets under management and employs 3 people.
Heritage Strategic Wealth, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian William Atkins Control | Managing Member | Over 75% | 2025 |
| Maria Christopher | Chief Compliance Officer | Under 5% | 2025 |
Frequently asked questions
How much does Heritage Strategic Wealth, LLC manage?
Heritage Strategic Wealth, LLC reports $45.7 million in regulatory assets under management on its Form ADV.
How many employees does Heritage Strategic Wealth, LLC have?
Heritage Strategic Wealth, LLC reports 3 employees.
Where is Heritage Strategic Wealth, LLC located?
Heritage Strategic Wealth, LLC is based in Cary, IL and has been SEC-registered since 2025.
Does Heritage Strategic Wealth, LLC disclose fund performance?
Heritage Strategic Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 117 W Main Street, Cary, IL 60013 |
| Phone | 815-200-9774 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$45.7MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 96%
Larger than 4% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$45.7Mregulatory AUM
Discretionary $45.7M