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Fund Manager

Heritage Wealth Advisors

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HA
Heritage Wealth Advisors

Fund Manager

Primary Strategy: Multi-Strategy

Year Founded: 2005

Number of Employees: 48

Ownership: Partnership

Year End: December

Description

Heritage Wealth Advisors delivers comprehensive financial solutions in an innovative, collaborative manner. With offices in Virginia and Pennsylvania, it is an independent, full-service multi-family office managing nearly $4 billion in assets. The firm established The Foundation for Financial Independence in 2021 and recently acquired Mangham Associates.

Contact

Website: Link to website

LinkedIn: linkedin.com/company/heritage-wealth-advisors

Address

919 East Main Street, Suite 950, Richmond, Virginia, United States

Date

As of: September 30, 2025

Key Metrics

See data over time

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Office Locations

Business mix

Mix of Private Fund AUM ($M)

By geography
By strategy
By fund size
By fund vintage

Leadership and Fund Service Providers

Key Management

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Fund Service Providers

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Key Metrics

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Key Metrics

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Top fund structures by AUM

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Current Service Providers

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Switches

Last 12 months

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