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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-10-2011
- Office Locations
- 3
Office Locations
About Heritage Wealth Management
Heritage Wealth Management is a Massachusetts-based RIA providing portfolio management and a family advisory approach, with planning support across estate planning, insurance, and business succession. The firm focuses on asset allocation using ETFs and mutual funds, with experience across fixed income, real estate, and natural resources. Primary custodian is Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
VINCENT SERRATORE
Chief Compliance Officer, Managing Director, Senior Managing Director
- CRD
- #2656617
- Ownership
- 75% or more
Katherine Salome Horgan
Chief Investment Officer, SENIOR MANAGING PRINCIPAL, Senior Vice President
- CRD
- #1601776
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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David Andrews
Financial Planner
- CRD
- --
Jason Campbell
Co-Chief Investment Officer
- CRD
- --
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $153,221,579 | $415,235 |
| Non-Discretionary | $0 | -- |
| Total | $153,221,579 | $415,235 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2024
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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