Heritage Wealth Management
Asset Manager SEC-registered adviser
Legal name: Heritage Wealth Management, Inc.
AUM
$643.4M
Regulatory AUM
Private funds
8
Private Equity 4 · Hedge Fund 3 · Other 1
Private fund assets
$192.7M
Gross asset value
Employees
13
Last Form D raise
Dec 2025
Most recent fund filing
From SEC Form ADV filing (filed Jun 30, 2026). View on SEC
People(4)
Owners and executive officers named on the firm's SEC Form ADV.
D
J
Trustee of Jordan and Jessica Gibbs Family Trust March 31, 2015, Jordan and Jessica Gibbs Family Trust March 31, 2015
J
Trustee of Jordan and Jessica Gibbs Family Trust March 31, 2015, Jordan and Jessica Gibbs Family Trust March 31, 2015
Funds(8)
Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.
| Fund | Type | Gross assets | Raised (Form D) | Investors | Last Form D | Recency |
|---|---|---|---|---|---|---|
| Heritage Private Opportunities Portfolio LP | Hedge Fund | $78.2M | $83.2M | 56 | Dec 2025 | Warm |
| Heritage Private Opportunities Portfolio Offshore LP | Hedge Fund | $37.5M | — | — | — | |
| Ah Debt Income LP | Other | $34.6M | — | — | — | |
| Heritage Income Fund LP | Hedge Fund | $31.5M | — | — | — | |
| Diversified Private Equity Fund LP | Private Equity | $16.4M | — | — | — | |
| Heritage Maritime LP | Private Equity | $14.5M | — | — | — | |
| Heritage Ins SPV LP | Private Equity | $14.4M | — | — | — | |
| Heritage Gesa LP | Private Equity | $3.2M | — | — | — |
Board seats
Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.
No board seats matched from SEC filings yet.
Regulatory identifiers
- CRD number
- 316956
- SEC file number
- 801-122719
Sources
- SEC Form ADV Oct 14, 2026