Hermitage Wealth Management, Inc.
● SEC registered since 2025CRD 333235SEC# 801-134426Richmond, VA
Reg. AUM
$37.5M
Employees
14
Accounts
200
Location
Richmond, VA
Hermitage Wealth Management, Inc. assets under management
Hermitage Wealth Management, Inc. is a registered investment adviser overseen by the SEC based in Richmond, VA. The firm has been registered since 2025. It reports $37.5 million in regulatory assets under management and employs 14 people.
Hermitage Wealth Management, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Janine Cate Hoffer Control | Shareholder, Chief Financial Officer | 25-50% | 2025 |
| John Cory Hoffer Control | Principal Owner, Chief Compliance Officer | 50-75% | 2025 |
Frequently asked questions
How much does Hermitage Wealth Management, Inc. manage?
Hermitage Wealth Management, Inc. reports $37.5 million in regulatory assets under management on its Form ADV.
How many employees does Hermitage Wealth Management, Inc. have?
Hermitage Wealth Management, Inc. reports 14 employees.
Where is Hermitage Wealth Management, Inc. located?
Hermitage Wealth Management, Inc. is based in Richmond, VA and has been SEC-registered since 2025.
Does Hermitage Wealth Management, Inc. disclose fund performance?
Hermitage Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3761 Westerre Parkway, Suite G, Richmond, VA 23233 |
| Phone | 804-270-7877 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$37.5MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 97%
Larger than 3% of 16,271 advisers
EmployeesTop 32%
More than 68% of 16,825 advisers
Assets under management
$37.5Mregulatory AUM
Discretionary $7.6MNon-discretionary $29.9M