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Heritage Wealth Advisors
Heritage Wealth Advisors was established in 2005 by Dee Ann Remo, a former KPMG partner. The firm grew from her professional services background into a...
Heritage Wealth Advisors
Heritage Wealth Advisors was established in 2005 by Dee Ann Remo, a former KPMG partner. The firm grew from her professional services background into a fiduciary platform serving multiple families. The firm allocates across private equity, hedge funds, real estate, and private credit. It maintains a direct deal program and participates in fund-of-funds structures. Geographic exposure centers on North America with indicated reach into Europe and Asia. No specific portfolio companies or co-investors appear in available records. The team numbers 51 professionals. The firm integrates philanthropy and family governance alongside investment work. No dated operational events from the last 24 months are recorded. The structure combines multi-family office services with in-house private investment capabilities under one Richmond headquarters.
General information
Firm type
Multi Family Office
Year founded
2005
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Richmond
Corporate office
919 East Main Street, Suite 950, Richmond, VA 23219, United States
Principals
Dee Ann Remo
Founder
Sector focus
Frequently asked questions
Who runs investment decisions at Heritage Wealth Advisors?
Dee Ann Remo founded the firm and sets its overall direction. Day-to-day investment activity is handled by the 51-person team that includes directors of private investments.
How does Heritage Wealth Advisors source proprietary deal flow?
The firm uses its direct deal program and relationships developed through private equity and real estate allocations. No public detail on specific sourcing channels is available.
Is Heritage Wealth Advisors structured as a single family office or does it operate more like a venture firm?
It operates as a multi-family office. The firm provides fiduciary advisory services to multiple families rather than focusing on venture-stage investments.
Does Heritage Wealth Advisors participate in fund commitments or only direct deals?
It uses both fund commitments and direct deals. Confirmed investment types include fund-of-funds, private equity, and private credit.
What investment stages does Heritage Wealth Advisors typically target?
The firm targets buyout opportunities. It shows negative posture toward pre-seed through series C venture stages.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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