$152.2M Total AUM
$152.2M Disc. AUM
-1.6% 3Y CAGR
5 Employees
180 ADV. Clients
17 yrs Firm Age
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- Custodian
- Altruist · Pershing · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-24-2009
- Office Locations
- 1
Office Locations
733 Boush Street Suite 100 Norfolk VA
About Heritage Wealth Management Group, LTD
Heritage Wealth Management Group is a fee-only, independent RIA serving individuals and families with personalized financial planning and ongoing portfolio management. The team builds long-term strategies around asset allocation, risk management, tax and estate planning, and insurance/charitable planning as needed. Portfolios commonly use mutual funds and ETFs and are custodied at Pershing.
Team overview
51 AVG AGE
$50.7M AVG AUM / ADVISOR
$845.6K AVG AUM / CLIENT
8.5 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
Zachary Nicklaus Tekamp
Chief Compliance Officer, President
- CRD
- #7387894
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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MICHAEL BENJAMIN BROADHURST
Financial Advisor
- CRD
- #1604098
Available
Available
Available
MARK HOWARD TEKAMP
Financial Advisor
- CRD
- #1056839
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Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $152,216,991 | $330,907 |
| Non-Discretionary | $0 | -- |
| Total | $152,216,991 | $330,907 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Derivatives:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Derivatives | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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