# Heritage Strategic Wealth

Heritage Strategic Wealth is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 338025
- **SEC file number:** 801-134276
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/338025

## About

Heritage Strategic Wealth, LLC is an SEC-registered investment adviser in Cary, IL, registered since 2025. The firm manages approximately $46 million in assets. It has 3 employees and 2 investment advisers.

## Questions

### How is Heritage Strategic Wealth regulated?

The firm is registered with the US Securities and Exchange Commission as an investment adviser, per its public Form ADV filing. This registration imposes a fiduciary duty, requiring the firm to act in its clients' best interests when providing advisory services. The registration also subjects it to periodic examination by SEC staff and mandates detailed disclosures about its business practices, fees, and potential conflicts of interest.

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Last updated: 2026-06-03T20:00:00.000Z

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