Heritage Family Offices, LLP

CRD 323930 · Scottsdale, AZ · $423.3M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 323930
SEC number: 801-126899
Firm type: RIA
Assets under management: $423.3M as of Mar 10, 2026
Website: twitter.com/heritagefollp ↗
Phone: (602) 775-5400
Address: 9841 E Bell Rd, Scottsdale, AZ, 85260

Advisors at this firm

4 in our index · page 1 of 1

Brian Louis BollCRD 2897355 · Scottsdale, AZ

IA Registered

Disclosure event(s) on record
Brent James EmchCRD 6194908 · Scottsdale, AZ

IA RegisteredRegistration inactive
Michael Brent FrostCRD 4927678 · Scottsdale, AZ

IA Registered
Tyler Robert KarlCRD 6331334 · Scottsdale, AZ

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 323930 ↗ FINRA BrokerCheck record for firm CRD 323930 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.