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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-14-2002
- Office Locations
- 1
Office Locations
About Heritage Wealth Management
Heritage Wealth Management is a Houston-based wealth management firm serving families and professionals with holistic, life-centered financial planning and ongoing portfolio management. The team integrates estate/legacy and tax planning, retirement plan guidance, insurance, and charitable strategies within its “Learn. Share. Prosper.” process. Portfolios emphasize disciplined asset allocation and risk management, with significant use of ETFs and mutual funds; custodies via Fidelity/NFS and uses Orion/eMoney.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BRETT STEPHEN CARLETON
Chief Compliance Officer, Partner, President
- CRD
- #2058241
- Ownership
- 75% or more
ROBERT BOYD DWYER
ADVISOR, Sr. Wealth Advisor
- CRD
- #2960539
- Ownership
- 5% but less than 10%
Showing 2 of 3 owners & executives
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Nathan Wayne Burleson
Associate Wealth Advisor
- CRD
- #7521339
ROBERT ANTHONY RIZARRI
Senior Advisor
- CRD
- #4823399
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $357,081,365 | $447,470 |
| Non-Discretionary | $734,191 | $146,838 |
| Total | $357,815,556 | $445,598 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Derivatives | Available | Available |
| Sovereign Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 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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