CRD: 338025
Heritage Strategic Wealth, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-01-2025
- Office Locations
- 1
Office Locations
About Heritage Strategic Wealth, LLC
Heritage Strategic Wealth, LLC is a Cary-based RIA. The firm has been operating for 1 years. Managing $45.7M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 27 clients, or 13.5 clients per representative. That equates to $1.7M in reported AUM per client.
The profile lists 1 reported office location and 1 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
BRIAN WILLIAM ATKINS
Associate, Managing Member, President
- CRD
- #6100366
- Ownership
- 75% or more
MARIA CHRISTOPHER
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,732,772 | $1,693,806 |
| Non-Discretionary | $0 | -- |
| Total | $45,732,772 | $1,693,806 |
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Separately Managed Accounts
SMA allocation detail is available
Heritage Strategic Wealth, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.