# Heritage Wealth Counselors

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

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Richmond, United States
- **Region:** North America
- **Address:** Boonton Township, NJ, United States
- **Founded:** 1998
- **Assets under management:** $200M
- **Website:** heritagewealth.com
- **LinkedIn:** https://www.linkedin.com/company/heritage-wealth-counselors

## About

Edward J. Reitmeyer established the firm in 1998. It functions as a multi-family office that integrates custodial services with a Family Wealth Protection Process. The structure brings together tax, legal, and philanthropic coordination for multigenerational clients. Investment activity spans commodities, direct co-investments and SPVs, hedge funds, natural resources, private credit, private equity, real estate, and philanthropic or mission-related mandates. Geographic reach covers North America, Europe, and Asia. Sector exposure includes Energy Transition & Renewables, PropTech, and Industrial Tech. No named portfolio holdings appear in available records. The firm maintains memberships in the AICPA and NJCPA. Principals hold CPA and PFS designations. Philanthropic ties include support for the Advisors in Philanthropy Foundation and the Prostate Cancer Foundation. No additional offices or recent operational events from the last 24 months are recorded.

## Sectors

- Energy Transition & Renewables
- PropTech
- Industrial Tech

## People

- Edward J. Reitmeyer — President and Founder
- Michael J. Reitmeyer — Principal and Managing Director
- John E. Sullivan — Principal and Treasurer

## Questions

### Who runs investment decisions at Heritage Wealth Counselors?

Edward J. Reitmeyer serves as President and Founder. Michael J. Reitmeyer acts as Principal and Managing Director. John E. Sullivan serves as Principal and Treasurer.

### What asset classes does Heritage Wealth Counselors deploy into?

The firm participates in commodities, direct co-investments and SPVs, hedge funds, natural resources, private credit, private equity, and real estate.

### Which regions does Heritage Wealth Counselors cover?

Activity spans North America, Europe, and Asia.

### Does Heritage Wealth Counselors maintain philanthropic structures?

The firm supports the Advisors in Philanthropy Foundation and the Prostate Cancer Foundation.

### What professional networks do the principals belong to?

Principals hold memberships in the AICPA and NJCPA and maintain CPA and PFS designations.

## Related profiles

- [Global 70 Multi-Family Office](https://altss.com/profile/global-70-multi-family-office)
- [Iron Creek Partners](https://altss.com/profile/iron-creek-partners-bingaman-family-office)

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Last updated: 2026-07-08T18:26:59.288Z

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