Sasha Marie Wright
Managing Member/Chief Compliance OfficerHeritage Financial Advisors, LLCCRD 4954899
About Sasha Marie Wright
Sasha Marie Wright is listed as Managing Member/Chief Compliance Officer at Heritage Financial Advisors, LLC in Waterville, OH. Form ADV reports a beneficial ownership band of Under 5%. Sasha Marie Wright is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Heritage Financial Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Sasha Marie Wright work?
Sasha Marie Wright is listed as Managing Member/Chief Compliance Officer at Heritage Financial Advisors, LLC on SEC Form ADV.
How much of Heritage Financial Advisors, LLC does Sasha Marie Wright own?
Form ADV reports a beneficial ownership band of Under 5%.
Heritage Financial Advisors, LLC
| Title | Managing Member/Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2010 |
Heritage Financial Advisors, LLC
| Title | Managing Member |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2008 |