Heritage Wealth Partners, LLC
CRD 290276SEC# 801-122695Dublin, OH
No longer SEC-registered. Heritage Wealth Partners, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$176.3M
Employees
13
Accounts
1,372
Location
Dublin, OH
Heritage Wealth Partners, LLC assets under management
Heritage Wealth Partners, LLC is an SEC-registered investment adviser based in Dublin, OH. It reports $176.3 million in regulatory assets under management and employs 13 people.
Heritage Wealth Partners, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Matthew Ralph Keyes Control | Partner/Cco | Over 75% | 2017 |
Frequently asked questions
How much does Heritage Wealth Partners, LLC manage?
Heritage Wealth Partners, LLC reports $176.3 million in regulatory assets under management on its Form ADV.
How many employees does Heritage Wealth Partners, LLC have?
Heritage Wealth Partners, LLC reports 13 employees.
Where is Heritage Wealth Partners, LLC located?
Heritage Wealth Partners, LLC is based in Dublin, OH.
Does Heritage Wealth Partners, LLC disclose fund performance?
Heritage Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6215 Emerald Parkway, Unit 1, Dublin, OH 43016 |
| Office hours | 8a.m. - 5p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$176.3MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 78%
Larger than 22% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$176.3Mregulatory AUM
Discretionary $176.3M