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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-24-2020
- Office Locations
- 1
Office Locations
About Heritage Drive Wealth Management LLC
Heritage Drive Wealth Management is a fiduciary RIA providing comprehensive wealth management and financial planning for individuals and families (including entrepreneurs). The firm builds and implements goal-based portfolios, reviewing current strategy and recommending changes as needs evolve. Led by a CFP professional with 20+ years’ advising experience; custody through Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 22 clients, or 22 clients per representative. That equates to $830.5K in reported AUM per client.
The profile lists 1 reported office location and 6 years in operation. The source data was last updated on January 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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The full Heritage Drive Wealth Management LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOSEPH MICHAEL MENCONI
Chief Compliance Officer, Managing Member
- CRD
- #5020790
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,270,555 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,270,555 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Heritage Drive Wealth Management LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.