Heritage Wealth Management, Inc.

CRD 316956 · San Diego, CA · $643.4M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 316956
SEC number: 801-122719
Firm type: RIA
Assets under management: $643.4M as of Jun 30, 2026
Website: heritagewealthusa.com ↗
Phone: 858-613-9191
Address: 11440 W. Bernardo Ct., San Diego, CA, 92127

Advisors at this firm

6 in our index · page 1 of 1

David Paul AndrewsCRD 7482917 · San Diego, CA

IA Registered
Jordan Lamarr GibbsCRD 5567629 · San Diego, CA

IA RegisteredRegistration inactive

Disclosure event(s) on record
Ryan Kent GibbsCRD 6371527 · San Diego, CA

IA RegisteredRegistration inactive
Michelle Mh HamsCRD 6021969 · San Diego, CA

IA RegisteredRegistration inactive
William KirkCRD 7700616 · San Diego, CA

IA RegisteredRegistration inactive
Daniel Jay ShainbergCRD 4688321 · San Diego, CA

IA Registered

Source & corrections

Where this page comes from

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