Heritage Wealth Management Group, Ltd
● SEC registered since 2021CRD 148459SEC# 801-120938Norfolk, VA
Reg. AUM
$152.2M
Employees
5
Accounts
460
Location
Norfolk, VA
Heritage Wealth Management Group, Ltd assets under management
Heritage Wealth Management Group, Ltd is a registered investment adviser overseen by the SEC based in Norfolk, VA. The firm has been registered since 2021. It reports $152.2 million in regulatory assets under management and employs 5 people.
Heritage Wealth Management Group, Ltd owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Zachary Nicklaus Tekamp Control | Chief Compliance Officer And President | Over 75% | 2025 |
Frequently asked questions
How much does Heritage Wealth Management Group, Ltd manage?
Heritage Wealth Management Group, Ltd reports $152.2 million in regulatory assets under management on its Form ADV.
How many employees does Heritage Wealth Management Group, Ltd have?
Heritage Wealth Management Group, Ltd reports 5 employees.
Where is Heritage Wealth Management Group, Ltd located?
Heritage Wealth Management Group, Ltd is based in Norfolk, VA and has been SEC-registered since 2021.
Does Heritage Wealth Management Group, Ltd disclose fund performance?
Heritage Wealth Management Group, Ltd is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 733 Boush Street, Suite 100, Norfolk, VA 23510-1591 |
| Phone | 757-321-3725 |
| Fax | 757-321-3725 |
| Office hours | 9:00a.m. - 4:30 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$152.2M▲ 23%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$152.2Mregulatory AUM
Discretionary $152.2M