Heritage Wealth Management, Inc.
- Regulatory AUM
- $643M
- Discretionary
- $643M
- Clients
- 235
- Avg AUM / client
- $2.7M
- Accounts
- 226
- Employees
- 13
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 103 | $50.6M | 7.86% |
| High net worth individuals | 121 | $305M | 47.4% |
| Pooled investment vehicles (non-investment companies) | 8 | $210M | 32.6% |
| Charitable organizations | 1 | $19.9M | 3.09% |
| Insurance companies | 1 | $41.5M | 6.44% |
| Corporations and other businesses | 1 | $16.7M | 2.6% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $58.3M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Heritage Private Opportunities Portfolio Lp master | Hedge Fund | Delaware | $50.2M | 43 |
| Heritage Ins Spv Lp | Private Equity Fund | Delaware | $6.6M | 13 |
| Diversified Private Equity Fund Lp | Private Equity Fund | Delaware | $1.4M | 11 |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gibbs, Jessica, Marie | Trustee Of Jordan And Jessica Gibbs Family Trust March 31, 2015 | Mar 2015 (11y) | ≈ 25% – 56.25% via Jordan And Jessica Gibbs Family Trust March 31, 2015 | |
| Jordan Lamarr Gibbs | Trustee Of Jordan And Jessica Gibbs Family Trust March 31, 2015 | CFP | Mar 2015 (11y) | ≈ 25% – 56.25% via Jordan And Jessica Gibbs Family Trust March 31, 2015 |
| Ryan Kent Gibbs | Chief Compliance Officer | CFP | Nov 2021 (5y) | 10% – 25% |
| Campbell, Jason, Alexander | Chief Investment Officer | Jan 2022 (5y) | 5% – 10% | |
| Davis, Gregory, Ryan | Partner | Mar 2022 (4y) | 5% – 10% | |
| David Paul Andrews | Registered representative | CFP | Dec 2021 (5y) | |
| Michelle Mh Hams | Registered representative | Dec 2021 (5y) | ||
| Daniel Jay Shainberg | Registered representative | Feb 2025 (1y) | ||
| William Kirk | Registered representative | Jan 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Jordan And Jessica Gibbs Family Trust March 31, 2015 | Owner | Oct 2021 | A | 50% – 75% |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Gibbs, Jessica, Marie: 50% – 75% of Jordan And Jessica Gibbs Family Trust March 31, 2015 × 50% – 75% direct ≈ 25% – 56.25% of the firm
- Jordan Lamarr Gibbs: 50% – 75% of Jordan And Jessica Gibbs Family Trust March 31, 2015 × 50% – 75% direct ≈ 25% – 56.25% 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 (3, $58.3M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Heritage Private Opportunities Portfolio Lp | Hedge Fund | $50.2M | $1.0M | 43 |
| Heritage Ins Spv Lp | Private Equity Fund | $6.6M | $250K | 13 |
| Diversified Private Equity Fund Lp | Private Equity Fund | $1.4M | $1.0M | 11 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/30/2026 | 2.5 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
- • Hourly charges
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $374M (58% of AUM) Jun 2026
- Sei Investmentmanagement Corporation $49.4M (10% of AUM) Aug 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Jun 30, 2026.
View current Form ADV (SEC/IAPD) ↗