Heritage Wealth Management, Inc.
Heritage Wealth Management, Inc. is a SEC-registered investment adviser based in San Diego, California. The firm was founded in 2021 and offers investment advisory services to retail individuals, including financial planning, portfolio management, sub-advisory services, and educational seminars. The firm typically serves individuals and families and provides both comprehensive and focused consultations tailored to client needs. As of March 2025, the firm has 2 employees.
Investment Strategy
Heritage Wealth Management, Inc. provides investment advisory services tailored to the specific needs, financial goals, objectives, and risk tolerance of each client. The firm offers portfolio management using a diversified approach that likely includes financial planning, fundamental and risk-based analysis, and regular client meetings to ensure portfolio alignment with client circumstances. The firm holds meetings with clients to understand their finances, resources, and goals, as a basis for investment and planning recommendations.
Top Holdings
Equity Positions (236)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORPORATION | 5.94% | $18.4M | 36,916 | $456.73 | $497.41 | +$4.3M |
P PG | PROCTER AND GAMBLE COMPANY | 5.86% | $18.1M | 113,616 | $162.72 | $159.32 | -$1.3M |
A AAPL | APPLE INCORPORATED | 4.81% | $14.9M | 72,501 | $216.75 | $205.17 | -$1.5M |
U USB | US BANCORP DEL COM NEW | 4.09% | $12.6M | 279,217 | $39.24 | $45.25 | +$851.4K |
J JPM | JPMORGAN CHASE & COMPANY. | 2.98% | $9.2M | 31,743 | $205.45 | $289.91 | +$1.2M |