Heritage Wealth Advisors, LLC
● SEC registered since 2005CRD 137484SEC# 801-64803Richmond, VA
Ranks #1,364 of 6,030 private fund managers by regulatory AUM.
Reg. AUM
$4.86B
Fund GAV
$255.4M
Private funds
9
Employees
36
Accounts
1,616
Location
Richmond, VA
Heritage Wealth Advisors, LLC assets under management
Heritage Wealth Advisors, LLC is an SEC-registered investment adviser based in Richmond, VA. The firm has been registered since 2005. It reports $4.9 billion in regulatory assets under management and employs 36 people. Heritage Wealth Advisors, LLC manages 9 private funds with combined gross assets of $255.4 million, including Ma Endowment Partners, LP. By regulatory assets, it ranks 1,364 of 6,030 private fund managers.
Heritage Wealth Advisors, LLC private funds
9 funds · $255.4M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Ma Endowment Partners, LP | Other Private | $75.7M | $1M |
| Heritage Private Fund LP Series 1 | Other Private | $50.1M | — |
| Heritage Private Fund LP Series 1b | Other Private | $47.5M | — |
| Heritage Private Fund LP Series 2 | Other Private | $34.2M | — |
| Heritage Private Fund LP Series 2b | Other Private | $33M | — |
| Ma Real Assets Fund 2, LP | Other Private | $12.1M | $1M |
| Ma Investors Fund 1, LLC | Other Private | $2.8M | $1M |
| Heritage Private Fund LP Series 3b | Other Private | — | — |
| Heritage Private Fund LP Series 3 | Other Private | — | — |
Heritage Wealth Advisors, LLC owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Caroline Elizabeth Baronian Control | Managing Director Of Investments | 5-10% | 2025 |
| Charles Thomas Hill Control | Chief Financial Officer And Senior Wealth Advisor | 10-25% | 2006 |
| Delores Ann Remo Control | Chief Executive Officer And Managing Director | 10-25% | 2005 |
| John Gwyn Jordan Control | Chief Investment Officer, Chief Compliance Officer And Managing Director | 10-25% | 2012 |
| Marshall Ogden Chambers Control | Director Of Client Strategy And Development | 5-10% | 2011 |
| Meagan Elizabeth Roberts Control | Managing Director Of Financial Planning And Tax | Under 5% | 2025 |
| Remo Heritage Venture, LLC Control | Member | 25-50% | 2022 |
| Sarah Christine Simmer Control | Managing Director Of Client Experience | 5-10% | 2022 |
| Steven Coles Henderson | Managing Director Of Private Investments And Foundation Strategies | Under 5% | 2025 |
| Delores Ann Remo Control | Managing Member | 50-75% | 2021 |
See all 11 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Heritage Wealth Advisors, LLC manage?
Heritage Wealth Advisors, LLC reports $4.9 billion in regulatory assets under management on its Form ADV.
How many private funds does Heritage Wealth Advisors, LLC manage?
Heritage Wealth Advisors, LLC manages 9 private funds with combined gross assets of $255.4 million.
How many employees does Heritage Wealth Advisors, LLC have?
Heritage Wealth Advisors, LLC reports 36 employees.
Where is Heritage Wealth Advisors, LLC located?
Heritage Wealth Advisors, LLC is based in Richmond, VA and has been SEC-registered since 2005.
Does Heritage Wealth Advisors, LLC disclose fund performance?
Heritage Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 919 East Main Street, Suite 950, Richmond, VA 23219 |
| Phone | 804-643-4080 |
| Fax | 804-643-4085 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1591122 |
| Discloses disciplinary history | No |
Regulatory AUM
$4.86B▲ 6%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 13%
Larger than 87% of 16,306 advisers
AUM vs fund managersTop 23%
Larger than 77% of 6,030 private-fund managers
Number of fundsTop 27%
More funds than 73% of fund managers
EmployeesTop 15%
More than 85% of 16,824 advisers
Assets under management
$4.86Bregulatory AUM
Discretionary $4.71BNon-discretionary $152.9M
Service providers
Auditor
Custodian
Administrator