Heritage Wealth Advisors
Financial Services • 
Richmond, Virginia, United States • 21-50 Employees
Company overview
| Headquarters | 919 East Main Street, Suite 950, Richmond, VA 23219, US |
| Phone number | +18046434080 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Tax Planning, Family Office, Wealth Management, Financial Planning, Investment Advisory, Foundation Management |
| Founded | 2005 |
| Employees | 21-50 |
| Socials |
Key Contacts at Heritage Wealth Advisors
Steve Henderson
Director Of Private Investments And Foundation Strategies
Jason Barbera
Director Of Private Investments
Carrie Mills Miller
Director Of Philanthropy & Business Development
Marshall Chambers
Director Of Client Strategy And Development
Dee Ann Remo
Ceo And Founder
Jay Jordan
Investment Management Director
Chase Hill
Director Of Client Services
Mara Decapito
Director Of Marketing
Meagan Roberts
Managing Director Of Financial Planning & Tax
Mark Sisisky
Managing Director
Heritage Wealth Advisors Email Formats
Heritage Wealth Advisors uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@heritagewealth.net), used 76.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@heritagewealth.net | 76.3% |
{last name}{last name} | doedoe@heritagewealth.net | 15.8% |
{first name}{last name} | johndoe@heritagewealth.net | 7.9% |
About Heritage Wealth Advisors
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.
Heritage Wealth Advisors revenue & valuation
| Annual revenue | $8,100,000 |
| Revenue per employee | $169,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $26,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Heritage Wealth Advisors has 27 employees across 7 departments.
Departments
Number of employees
Funding Data
Heritage Wealth Advisors has never raised funding before.
Heritage Wealth Advisors Tech Stack
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