H
$88.8M Total AUM
$88.8M Disc. AUM
-- 3Y CAGR
1 Employees
88 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Momentum atlasFrontier north
- Established Date
- 06-24-2025
- Office Locations
- 1
Office Locations
-- Danville CA
About Heritage Grove Wealth Management, LLC
Heritage Grove Wealth Management, LLC is a Danville-based RIA. The firm has been operating for 0 years. Managing $88.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Charitable Giving, Equity Compensation, Estate Planning.
Team overview
42 AVG AGE
$88.8M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
0.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
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Asset Classes
Value Focus
Client Personas
Alpha Optima wave
Custodian
Horizon Catalyst Radial momentum
Investment Themes
Pathway Eagle
Investment Vehicles
Glacier matrix Harbor
Platform
Quantum
Services
Oak Radial vertex Unison horizon Summit Zenith Value value Signal Zenith beacon
Technology
Harbor foundation Value
Owner & Executives
LEON C MAZZA
Chief Compliance Officer, Managing Member
- CRD
- #5889289
- Ownership
- 75% or more
(300) 549-4879
legacy.matrix@beaconcapital.com
in linkedin.com/in/value-insight
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $88,820,000 | $1,741,569 |
| Non-Discretionary | $0 | -- |
| Total | $88,820,000 | $1,741,569 |
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Separately Managed Accounts
Total SMA Asset: $88,820,000
Equity - Exchange:
46.4% Cash:
53.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $577,759,257 | 46.4% |
| Cash | $667,411,556 | 53.6% |
| Total | $1,245,170,813 | 100.0% |