S.m. Wright, LLC
MemberHeritage Financial Advisors, LLC
About S.m. Wright, LLC
S.m. Wright, LLC is listed as Member at Heritage Financial Advisors, LLC in Waterville, OH. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Heritage Financial Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does S.m. Wright, LLC work?
S.m. Wright, LLC is listed as Member at Heritage Financial Advisors, LLC on SEC Form ADV.
How much of Heritage Financial Advisors, LLC does S.m. Wright, LLC own?
Form ADV reports a beneficial ownership band of Over 75%.
Heritage Financial Advisors, LLC
| Title | Member |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2010 |