Heritage Wealth Advisors, Llc
- Regulatory AUM
- $4.9B
- Discretionary
- $4.7B
- Clients
- 451
- Avg AUM / client
- $10.8M
- Accounts
- 1,616
- Employees
- 36
AUM over time
Annual snapshots from Form ADV filings · as of Jul 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 130 | $44.1M | 0.91% |
| High net worth individuals | 254 | $2.6B | 53.7% |
| Pooled investment vehicles (non-investment companies) | 7 | $255M | 5.26% |
| Charitable organizations | 19 | $1.6B | 33.6% |
| Corporations and other businesses | 41 | $320M | 6.59% |
Private funds (7)
Reported in Form ADV Section 7.B.(1), filing of Sep 2024 · $208M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Ma Endowment Partners, Lp | Other Private Fund | Delaware | $102M | 8 |
| Ma Partners Fund, Lp | Other Private Fund | Delaware | $57.0M | 12 |
| Ma Real Assets Fund 2, Lp | Other Private Fund | Delaware | $20.5M | 24 |
| Heritage Private Fund Lp Series 1 | Other Private Fund | Delaware | $12.3M | 35 |
| Heritage Private Fund Lp Series 1 B | Other Private Fund | Delaware | $11.7M | 15 |
| Ma Investors Fund 1, Llc | Other Private Fund | Delaware | $3.6M | 6 |
| Ma Resources Fund 1, Lp | Other Private Fund | Delaware | $156K | 20 |
People (19)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Delores Ann Remo | Chief Executive Officer And Managing Director | CFP | Sep 2005 (21y) | ≈ 12.5% – 37.5% via Remo Heritage Venture, Llc |
| Charles Thomas Hill | Director Of Tax Services | CFP | Jan 2006 (21y) | 10% – 25% |
| Marshall Ogden Chambers | Director Of Client Strategy And Development | CFP CFA | Jan 2011 (16y) | 5% – 10% |
| John Gwyn Jordan | Chief Investment Officer | CFA | Oct 2012 (14y) | 10% – 25% |
| Caroline Elizabeth Baronian | Director Of Investments | CFA | Aug 2018 (8y) | 5% – 10% |
| Sarah Christine Simmer | Partner And Senior Wealth Adviser | CFP | Jul 2019 (7y) | 5% – 10% |
| Remo, James, Frank | Member | Jul 2021 (5y) | ≈ 12.5% – 37.5% via Remo Heritage Venture, Llc | |
| Steven Coles Henderson | Director Of Private Investments And Foundation Strategies | CFA | Jul 2022 (4y) | Less than 5% |
| Leiter, Tina, Marie | Chief Compliance Officer And Chief Administrative Officer | Mar 2024 (2y) | Less than 5% | |
| Sara Frazier Gochenour | Chief Operating Officer | Mar 2024 (2y) | Less than 5% | |
| Daniel Albert Rowe | Registered representative | Feb 2020 (6y) | ||
| Kaitlyn Jo Kocuba | Registered representative | Sep 2021 (5y) | ||
| Meagan Elizabeth Roberts | Registered representative | Dec 2021 (5y) | ||
| Kristen Barnes Puryear | Registered representative | CFP | Mar 2022 (4y) | |
| Aaron Marten Zitalone | Registered representative | Feb 2023 (3y) | ||
| Matthew Joseph Osten | Registered representative | Jun 2023 (3y) | ||
| Jason Ryan Barbera | Registered representative | CFA | Mar 2025 (1y) | |
| Wesley Clark Cullinane | Registered representative | Jun 2026 (0y) | ||
| Zuzanna Kaczmarek | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Remo Heritage Venture, Llc | Member | Aug 2022 | A | 25% – 50% |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Delores Ann Remo: 50% – 75% of Remo Heritage Venture, Llc × 25% – 50% direct ≈ 12.5% – 37.5% of the firm
- Remo, James, Frank: 50% – 75% of Remo Heritage Venture, Llc × 25% – 50% direct ≈ 12.5% – 37.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (7, $208M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Ma Endowment Partners, Lp | Other Private Fund | $102M | $1.0M | 8 |
| Ma Partners Fund, Lp | Other Private Fund | $57.0M | $1.0M | 12 |
| Ma Real Assets Fund 2, Lp | Other Private Fund | $20.5M | $1.0M | 24 |
| Heritage Private Fund Lp Series 1 | Other Private Fund | $12.3M | $0 | 35 |
| Heritage Private Fund Lp Series 1 B | Other Private Fund | $11.7M | $0 | 15 |
| Ma Investors Fund 1, Llc | Other Private Fund | $3.6M | $1.0M | 6 |
| Ma Resources Fund 1, Lp | Other Private Fund | $156K | $1.0M | 20 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/01/2026 | 2.79 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- National Financial Services (Fidelity) $3.5B (72% of AUM) May 2026
- Charles Schwab & Co. $963M (20% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 30, 2026.
View current Form ADV (SEC/IAPD) ↗