H
$45.7M Total AUM
$45.7M Disc. AUM
-- 3Y CAGR
3 Employees
27 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-01-2025
- Office Locations
- 1
Office Locations
117 W Main Street Cary IL
About Heritage Strategic Wealth, LLC
Heritage Strategic Wealth, LLC is a Cary-based RIA. The firm has been operating for 0 years. Managing $45.7M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
-- AVG AGE
$22.9M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
0.9 yrs AVG TENURE
3 Employees
2 Advisory Reps
1 RIA Reps
0yrs Firm Age
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Asset Classes
Radial Vital Signal meridian Capital Quantum value Zenith Focus
Client Personas
North
Custodian
Oak Vector Capital north
Investment Themes
Prime Insight Prime glacier Insight catalyst Vertex value
Investment Vehicles
Signal legacy Horizon
Services
Beacon Catalyst north Legacy matrix Glacier momentum Zenith Focus crest Insight horizon Ridge signal Momentum
Owner & Executives
BRIAN WILLIAM ATKINS
Associate, Managing Member, Managing Partner, President
- CRD
- #6100366
- Ownership
- 75% or more
(951) 780-8254
momentum.legacy@deltacapital.com
in linkedin.com/in/beacon-horizon
M
MARIA CHRISTOPHER
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
(255) 805-6244
vital.prime@capitalcapital.com
in linkedin.com/in/north-bridge
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Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $45,732,772
Equity - Exchange:
66.5% Public Funds:
33.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,602,223,623 | 66.5% |
| Public Funds | $1,814,654,005 | 33.5% |
| Total | $5,416,877,628 | 100.0% |