H
$643.4M Total AUM
$643.4M Disc. AUM
26.1% 3Y CAGR
13 Employees
235 ADV. Clients
4 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Interactive Brokers · Stonex
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-19-2021
- Office Locations
- 1
Office Locations
11440 W. Bernardo Ct. STE 390 SAN Diego CA
About Heritage Wealth Management, Inc.
Heritage Wealth Management, Inc. is a SAN Diego-based RIA. The firm has been operating for 4 years. Managing $643.4M in total assets under management, with 7 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers.
Team overview
33 AVG AGE
$91.9M AVG AUM / ADVISOR
$2.7M AVG AUM / CLIENT
3.6 yrs AVG TENURE
13 Employees
7 Advisory Reps
6 RIA Reps
4yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Accredited Investors
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
RYAN KENT GIBBS
Chief Compliance Officer
- CRD
- #6371527
- Ownership
- 10% but less than 25%
Available
Available
Available
Gregory Ryan Davis
Partner
- CRD
- --
- Ownership
- 5% but less than 10%
Available
Available
Available
Showing 2 of 4 owners & executives
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DAVID PAUL ANDREWS
Advisor
- CRD
- #7482917
Available
Available
Available
Michelle MH Hams
Associate
- CRD
- #6021969
Available
Available
Available
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $643,361,063 | $2,846,730 |
| Non-Discretionary | $0 | -- |
| Total | $643,361,063 | $2,846,730 |
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Separately Managed Accounts
Total SMA Asset: Available
Private Funds:
Available Equity - Exchange:
Available Public Funds:
Available Cash:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Derivatives:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| 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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