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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-01-2022
- Office Locations
- 2
Office Locations
About Heritage Family Offices, LLP
Heritage Family Offices, LLP provides a technology-enabled family office experience for affluent families, integrating investment management and financial planning with strategic tax planning, legal, and insurance support. The firm is multi-disciplinary (CPAs, attorneys, CFPs, and insurance specialists) with a focus on asset preservation and long-term wealth goals. Headquartered in Phoenix with a national footprint; custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MICHAEL BRENT FROST
Chief Compliance Officer, GENERAL PARTNER, Partner
- CRD
- #4927678
- Ownership
- 50% but less than 75%
Ralph Erwin Nelson
GENERAL PARTNER, Partner
- CRD
- --
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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BRIAN LOUIS BOLL
Financial Advisor
- CRD
- #2897355
BRENT JAMES EMCH
Director of Wealth Management
- CRD
- #6194908
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $423,261,650 | $400,437 |
| Non-Discretionary | $0 | -- |
| Total | $423,261,650 | $400,437 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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