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- Custodian
- Charles Schwab & Company · LPL Financial · Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-23-2023
- Office Locations
- 1
Office Locations
About Heritage Private Wealth
Heritage Private Wealth is a boutique registered investment adviser providing personalized wealth planning and investment management for clients pursuing multi-generational objectives. The firm emphasizes tailored asset allocation and risk management, with portfolios spanning ETFs, fixed income/municipal bonds, and private funds/alternative strategies. Heritage positions itself around “Driving Diversity in Wealth” and offers a client portal for ongoing access and reporting.
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Custodian
Investment Themes
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Services
Owner & Executives
BARRINGTON EDWIN GIST
Chief Compliance Officer, MANAGING DIRECTOR, Principal
- CRD
- #6178480
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,227,891 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,227,891 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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