$18.3M Total AUM
$18.3M Disc. AUM
-- 3Y CAGR
1 Employees
22 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-24-2020
- Office Locations
- 1
Office Locations
-- Naperville IL
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.
Team overview
-- AVG AGE
$18.3M AVG AUM / ADVISOR
$830.5K AVG AUM / CLIENT
6.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JOSEPH MICHAEL MENCONI
Chief Compliance Officer, Managing Member
- CRD
- #5020790
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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