$188.0M Total AUM
$0 Disc. AUM
12.0% 3Y CAGR
1 Employees
220 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Signal radialCatalyst meridian
- Established Date
- 09-15-2010
- Office Locations
- 1
Office Locations
103 North River Road Suite A Waterville OH
About Heritage Financial Advisors, LLC
Heritage Financial Advisors is an independent, fee-based RIA offering one-on-one financial planning and investment planning for individuals and families, including retirement, education, and other major life events. The team acts as a fiduciary and follows a Prudent Investor Act-aligned, long-term approach based on client goals and risk tolerance, with no proprietary products. Reported custodian: Charles Schwab.
Team overview
-- AVG AGE
$188.0M AVG AUM / ADVISOR
$854.7K AVG AUM / CLIENT
15.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
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Asset Classes
Pathway peak Prime peak Signal
Custodian
North
Fund Managers
Quantum
Investment Themes
Value Catalyst foundation Eagle Alpha zenith Optima quantum
Investment Vehicles
Foundation Capital vital
Services
Eagle unison Element Frontier wave Radial Prime Optima Crest meridian Element Bridge prime Vector Pathway
Technology
Bridge Wave unison
Owner & Executives
SASHA MARIE WRIGHT
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #4954899
- Ownership
- Less than 5%
(397) 652-1229
delta.atlas@elementcapital.com
in linkedin.com/in/horizon-radial
Showing 1 of 1 owners & executives
Unlock allContacts
C
CHARLOTTE BOWMAN SARGEANT
--
- CRD
- #4679560
(981) 673-8420
vector.pioneer@horizoncapital.com
in linkedin.com/in/optima-value
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $188,025,569 | $374,553 |
| Total | $188,025,569 | $374,553 |
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Separately Managed Accounts
Total SMA Asset: $188,025,569
Public Funds:
53.6% Cash:
15.4% Equity - Exchange:
31.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,335,632,597 | 53.6% |
| Cash | $671,058,619 | 15.4% |
| Equity - Exchange | $1,350,832,286 | 31.0% |
| Total | $4,357,523,502 | 100.0% |