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Heritage Financial Counselors, LLC

Heritage Financial Counselors, LLC. CRD 288232

Heritage Financial Counselors, LLC logo

CRD: 288232

Heritage Financial Counselors, LLC

Bedminster, NJ, 07921
8625792899
heritagefinancialcounselors.com
$235.9M Total AUM
$0 Disc. AUM
15.0% 3Y CAGR
5 Employees
143 ADV. Clients
8 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Delta bridge
Established Date
07-21-2017
Office Locations
1

Office Locations

442 Main Street (Route 202) Bedminster NJ

About Heritage Financial Counselors, LLC

Heritage Financial Counselors, LLC is a retail-focused RIA providing holistic, integrated financial counseling and comprehensive planning for individuals, couples, and multigenerational families, including guidance through planned and unplanned life transitions. The firm’s experienced CERTIFIED FINANCIAL PLANNER™ professionals deliver thoughtful investment management tailored to the contours of a client’s financial life, with custody relationships including Charles Schwab.

Team overview

63 AVG AGE
$59.0M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
4.9 yrs AVG TENURE
5 Employees
4 Advisory Reps
4 RIA Reps
8yrs Firm Age

Insights

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Asset Classes

Delta Summit glacier Prime Oak

Client Personas

Harbor

Custodian

Zenith Radial Signal eagle Atlas pioneer

Fund Managers

Wave

Investment Themes

Zenith beacon Summit Unison glacier Alpha unison Radial value

Investment Vehicles

Bridge North ember

Platform

Timber Delta horizon

Services

Vital Eagle Focus atlas Focus Beacon catalyst Summit crest Value north Insight insight Signal peak Focus

Technology

Bridge

Owner & Executives

CHARLES PATRICK WEIDMAN

CHARLES PATRICK WEIDMAN

Chief Compliance Officer, Managing Member, Partner

CRD
#3252726
Ownership
75% or more
(539) 531-8449
horizon.alpha@quantumcapital.com
in linkedin.com/in/atlas-element

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Contacts

J

Joseph Edward Barrios

--

CRD
#8240125
(949) 915-1951
peak.oak@timbercapital.com
in linkedin.com/in/prime-prime
COLLEEN FRIDAY ECHAUSSE

COLLEEN FRIDAY ECHAUSSE

Director

CRD
#1812855
(779) 453-5206
zenith.wave@atlascapital.com
in linkedin.com/in/legacy-optima
O

Optima harbor

Summit vertex focus

CRD
#13328
(716) 529-4771
focus.prime@bridgecapital.com
in linkedin.com/in/vector-delta

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
01-27-2022
01-19-2023
04-03-2024
09-04-2025
03-31-2026
Category Assets AVG. Account size
Discretionary $0 --
Non-Discretionary $235,870,466 $554,989
Total $235,870,466 $554,989

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Separately Managed Accounts

Total SMA Asset: $235,870,466

$235.9M Total SMA
Public Funds:
24.0%
Cash:
17.3%
Equity - Exchange:
31.6%
U.S. Government/Agency:
27.1%
Asset class Assets Assets %
Public Funds $1,148,497,078 24.0%
Cash $827,874,977 17.3%
Equity - Exchange $1,512,187,820 31.6%
U.S. Government/Agency $1,296,844,618 27.1%
Total $4,785,404,493 100.0%

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