# Heritage Wealth Advisors

Heritage Wealth Advisors is a Multi Family Office based in Richmond, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Richmond, United States
- **Region:** North America
- **Address:** 919 East Main Street, Suite 950, Richmond, VA 23219, United States
- **Founded:** 2005
- **Assets under management:** Undisclosed
- **Website:** heritagewealth.net
- **LinkedIn:** https://www.linkedin.com/company/heritage-wealth-advisors

## Regulatory record

- **CRD number:** 137484
- **SEC file number:** 801-64803
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-01T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/137484

## About

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.

## Sectors

- Private Equity
- Hedge Funds
- Real Estate
- Private Credit
- Philanthropic / Mission-Related Investing

## People

- Dee Ann Remo — Founder

## 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.

### 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.

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

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