Heritage Wealth Management

CRD 122394 · Houston, TX · $357.8M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 122394
SEC number: 801-107506
Firm type: RIA
Assets under management: $357.8M as of Feb 19, 2026
Website: www.heritageplanners.com ↗
Phone: 713-871-9800
Address: 4400 Post Oak Parkway, Houston, TX, 77027

Advisors at this firm

5 in our index · page 1 of 1

Nathan Wayne BurlesonCRD 7521339 · Houston, TX

IA RegisteredRegistration inactive
Brett Stephen CarletonCRD 2058241 · Houston, TX

IA Registered
Robert Boyd DwyerCRD 2960539 · Houston, TX

IA Registered
Ian Andrew HarrisCRD 5523431 · Houston, TX

IA Registered
Robert Anthony RizarriCRD 4823399 · Houston, TX

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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