Heritage Wealth Advisors

CRD 312545 · Cincinnati, OH · $604.7M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 312545
SEC number: 801-121624
Firm type: RIA
Assets under management: $604.7M as of Mar 17, 2026
Website: www.yourheritageadvisors.com ↗
Phone: 513-440-5475
Address: 9110 Montgomery Rd., Cincinnati, OH, 45242

Advisors at this firm

3 in our index · page 1 of 1

David Kent HolwadelCRD 3031360 · Cincinnati, OH

IA RegisteredRegistration inactive

Disclosure event(s) on record
Lindsey Crocker MeredithCRD 6566737 · Cincinnati, OH

IA RegisteredRegistration inactive
Jeffrey P ThompsonCRD 6374703 · Cincinnati, OH

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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