Heritage Wealth Advisors
Heritage Wealth Advisors is a multi-family office headquartered in Richmond. Founded in 2005 by former KPMG partner Dee Ann Remo, the firm originated from Remo’s professional-services success and has expanded into a fiduciary advisory platform overseeing...
Heritage Wealth Advisors
Heritage Wealth Advisors is a multi-family office headquartered in Richmond. Founded in 2005 by former KPMG partner Dee Ann Remo, the firm originated from Remo’s professional-services success and has expanded into a fiduciary advisory platform overseeing roughly $4.5 billion in assets for multi-generational families across the United States. Its 35-plus professionals integrate investment management, tax, estate, philanthropy, and family governance—delivering evergreen growth capital.
General information
Firm type
Multi Family Office
Year founded
2005
AUM
—
Location
Region
North America
Country
—
City
Richmond
Corporate office
23219, Richmond, VA, US, 919 East Main Street, Suite 950
Frequently asked questions
What is Heritage Wealth Advisors?
Heritage Wealth Advisors is a multi family office headquartered in Richmond.
When was Heritage Wealth Advisors founded?
Heritage Wealth Advisors was founded in 2005.
Where is Heritage Wealth Advisors headquartered?
Heritage Wealth Advisors is headquartered in Richmond, in the North America region.
How many professionals work at Heritage Wealth Advisors?
Altss tracks approximately 51 professionals associated with Heritage Wealth Advisors.
What does Altss track for Heritage Wealth Advisors?
Altss maintains an OSINT-verified profile of Heritage Wealth Advisors covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Heritage Wealth Advisors's website?
Heritage Wealth Advisors's public website is www.heritagewealth.net. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Heritage Wealth Advisors?
Heritage Wealth Advisors is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Heritage Wealth Advisors?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Heritage Wealth Advisors?
Heritage Wealth Advisors's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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