Heritage Wealth Advisors was founded 2005 by Dee Ann Remo with the vision of creating a firm that delivers comprehensive financial solutions to clients in an innovative and collaborative way. Today, with offices in Virginia and Pennsylvania, Heritage is an independent, full-service multi-family office with nearly $4 billion in assets under management. In 2021, the firm established The Foundation for Financial Independence, focused on building wealth among communities that have historically been excluded from opportunities. Heritage recently acquired Mangham Associates, a privately-held investment partner to foundations, endowments and select families based in Charlottesville, Virginia.
View Top Employees from Heritage Wealth AdvisorsWebsite | http://www.heritagewealth.net |
Revenue | $6 million |
Employees | 63 (63 on RocketReach) |
Founded | 2005 |
Address | 919 East Main Street Suite 950, Richmond, Virginia 23219, US |
Phone | (804) 643-4080 |
Fax | (804) 643-4085 |
Technologies |
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Industry | Financial Services, Finance General, Wealth Management, Finance, Financial Planning, Investment Advisory, Tax Planning |
Web Rank | 12 Million |
Keywords | Heritage Wealth Advisors, Heritage Wealth Management, Jack Paul Fine, Jack Fine Mitzvah Soieity, Heritige Wealth Remo, Dee Ann |
Competitors | AIG, Partners Financial Group, LLC., Penn Mutual, Prudential Financial, Unum |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies |
Looking for a particular Heritage Wealth Advisors employee's phone or email?
The Heritage Wealth Advisors annual revenue was $6 million in 2024.
Joel Mangham is the Managing Director of Heritage Wealth Advisors.
63 people are employed at Heritage Wealth Advisors.
Heritage Wealth Advisors is based in Richmond, Virginia.
The NAICS codes for Heritage Wealth Advisors are [523, 52393, 52, 5239].
The SIC codes for Heritage Wealth Advisors are [62, 628].