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HERITAGE WEALTH ADVISORS, LLC, CRD 137484
RICHMOND, VA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| JOHN GWYN JORDAN | Chartered Financial Analyst | RICHMOND, VA | 13 | 31 | 1 | no |
| CHARLES THOMAS HILL | Certified Financial Planner | RICHMOND, VA | 13 | 21 | n/a | no |
| DELORES ANN REMO | Certified Financial Planner | RICHMOND, VA | 13 | 29 | 2 | no |
| MARSHALL OGDEN CHAMBERS | Certified Financial Planner|Chartered Financial Analyst | RICHMOND, VA | 13 | 19 | n/a | no |
| CAROLINE ELIZABETH BARONIAN | Chartered Financial Analyst | RICHMOND, VA | 8 | 10 | n/a | no |
| Sarah Christine Simmer | Certified Financial Planner | WEXFORD, PA | RICHMOND, VA | 7 | 14 | n/a | no |
| Daniel Albert Rowe | n/a | RICHMOND, VA | 6 | 14 | 2 | no |
| Kaitlyn Jo Kocuba | n/a | RICHMOND, VA | WEXFORD, PA | 5 | 10 | 2 | no |
| Meagan Elizabeth Roberts | n/a | RICHMOND, VA | WEXFORD, PA | 4 | 12 | n/a | no |
| STEVEN COLES HENDERSON | Chartered Financial Analyst | RICHMOND, VA | 4 | 33 | n/a | no |
| Aaron Marten Zitalone | n/a | RICHMOND, VA | WEXFORD, PA | 3 | 10 | 2 | no |
| Jason Ryan Barbera | Chartered Financial Analyst | RICHMOND, VA | DURHAM, NC | 1 | 10 | 1 | no |
| WESLEY CLARK CULLINANE | n/a | RICHMOND, VA | 0 | 14 | n/a | no |
| Zuzanna Kaczmarek | n/a | RICHMOND, VA | 0 | 12 | n/a | no |
| Mikai Evan Thomas | n/a | WEXFORD, PA | RICHMOND, VA | 0 | 20 | 1 | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| MA ENDOWMENT PARTNERS, LP | Other Private Fund | $75.7M | Jul 30, 2026 | 8 | Mar 22, 2012 | reported | 021-252173 |
| MA PARTNERS FUND, LP | Other Private Fund | $57.0M | Sep 30, 2024 | 12 | Mar 22, 2012 | dropped | 021-252183 |
| HERITAGE PRIVATE FUND LP SERIES 1 | Other Private Fund | $50.1M | Jul 30, 2026 | 35 | Mar 29, 2023 | reported | 021-472497 |
| HERITAGE PRIVATE FUND LP SERIES 1B | Other Private Fund | $47.5M | Jul 30, 2026 | 15 | Mar 29, 2023 | reported | 021-472499 |
| HERITAGE PRIVATE FUND LP SERIES 2 | n/a | $34.2M | Jul 30, 2026 | 37 | Jul 30, 2026 | reported | 021-520055 |
| HERITAGE PRIVATE FUND LP SERIES 2B | n/a | $33.0M | Jul 30, 2026 | 10 | Jul 30, 2026 | reported | 021-520272 |
| MA REAL ASSETS FUND 2, LP | Other Private Fund | $12.1M | Jul 30, 2026 | 24 | Mar 22, 2012 | reported | 021-157714 |
| MA INVESTORS FUND 1, LLC | Other Private Fund | $2.8M | Jul 30, 2026 | 6 | Mar 22, 2012 | reported | 021-105338 |
| MA RESOURCES FUND 1, LP | Other Private Fund | $156,466 | Sep 30, 2024 | 20 | Mar 22, 2012 | dropped | 021-112547 |
| HERITAGE PRIVATE FUND LP SERIES 3B | n/a | $0 | Jul 30, 2026 | 6 | Jul 30, 2026 | reported | 021-580887 |
| HERITAGE PRIVATE FUND LP SERIES 3 | n/a | $0 | Jul 30, 2026 | 13 | Jul 30, 2026 | reported | 021-580883 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| CHAMBERS, MARSHALL, OGDEN | DIRECTOR OF CLIENT STRATEGY AND DEVELOPMENT COMPLIANCE OFFICER AND MANAGING DIRECTOR INVESTMENTS | A | yes | 01/2011 | Jul 30, 2026 | Jul 30, 2026 |
| HILL, CHARLES, THOMAS | CHIEF FINANCIAL OFFICER AND SENIOR WEALTH ADVISOR | B | yes | 01/2006 | Jul 30, 2026 | Jul 30, 2026 |
| REMO HERITAGE VENTURE, LLC | Member | C | yes | 08/2022 | Jul 30, 2026 | Jul 30, 2026 |
| REMO, DELORES, ANN | CHIEF EXECUTIVE OFFICER AND MANAGING DIRECTOR | B | yes | 09/2005 | Jul 30, 2026 | Jul 30, 2026 |
| Roberts, Meagan, Elizabeth | MANAGING DIRECTOR OF FINANCIAL PLANNING AND TAX | Na | yes | 01/2025 | Jul 30, 2026 | Jul 30, 2026 |
| SIMMER, SARAH, CHRISTINE | MANAGING DIRECTOR OF CLIENT EXPERIENCE | A | yes | 01/2022 | Jul 30, 2026 | Jul 30, 2026 |
| BARONIAN, CAROLINE, ELIZABETH | DIRECTOR OF INVESTMENTS | A | yes | 01/2019 | Mar 4, 2020 | Sep 30, 2024 |
| GOCHENOUR, SARA, FRAZIER | CHIEF OPERATING OFFICER | Na | yes | 03/2024 | Mar 27, 2024 | Sep 30, 2024 |
| JORDAN, JOHN, GWYN | CHIEF INVESTMENT OFFICER | B | yes | 10/2012 | Mar 10, 2014 | Sep 30, 2024 |
| LEITER, TINA, MARIE | CHIEF COMPLIANCE OFFICER AND CHIEF ADMINISTRATIVE OFFICER | Na | yes | 03/2024 | Mar 27, 2024 | Sep 30, 2024 |
| REMO, DELORES, ANN | MANAGING MEMBER | D | yes | 07/2021 | Mar 21, 2012 | Sep 30, 2024 |
| Remo, James, Frank | Member | D | yes | 07/2021 | Aug 22, 2022 | Sep 30, 2024 |
| HENDERSON, STEVEN, COLES | MANAGING DIRECTOR OF PRIVATE INVESTMENTS AND FOUNDATION STRATEGIES | Na | no | 01/2025 | Jul 30, 2026 | Jul 30, 2026 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| HERITAGE PF GP LLC | n/a | n/a | n/a | Y | yes | n/a |
| MA INVESTORS MANAGEMENT LLC | n/a | n/a | n/a | Y | no | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Sewickley | Pa | United States | 4 | no |
| Charlottesville | Va | United States | 2 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 27, 2026 | $4.9B | $4.7B | 36 | 18 | 3 | 7 | n/a |
| 2024 | Apr 3, 2025 | $4.6B | $4.5B | 36 | 17 | 3 | 8 | n/a |
| 2023 | Mar 27, 2024 | $4.0B | $3.7B | 35 | 18 | 2 | 7 | $208M |
| 2022 | Mar 29, 2023 | $3.1B | $3.0B | 30 | 16 | 1 | 2 | $146M |
| 2021 | Mar 17, 2022 | $3.3B | $3.3B | 26 | 14 | 1 | n/a | n/a |
| 2020 | Feb 22, 2021 | $2.7B | $2.5B | 24 | 11 | 1 | n/a | n/a |
| 2019 | Mar 4, 2020 | $2.3B | $1.1B | 26 | 14 | 3 | n/a | n/a |
| 2018 | Feb 28, 2019 | $1.6B | $818M | 25 | 11 | 3 | n/a | n/a |
| 2017 | Mar 30, 2018 | $1.4B | $604M | 18 | 15 | 2 | n/a | n/a |
| 2016 | Mar 28, 2017 | $1.1B | $482M | 15 | 10 | n/a | n/a | n/a |
| 2015 | Mar 28, 2016 | $936M | $399M | 21 | 11 | n/a | n/a | n/a |
| 2014 | Mar 26, 2015 | $840M | $396M | 18 | 11 | n/a | n/a | n/a |
| 2013 | Mar 10, 2014 | $403M | $339M | 15 | 13 | n/a | n/a | n/a |
| 2012 | Mar 26, 2013 | $310M | $264M | 11 | 9 | n/a | n/a | n/a |
| 2011 | Mar 21, 2012 | $268M | $219M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 1 | 0 | 6.7% | 1 | 0 | 0 | 3 | 2 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $4.9B | $4.6B | 6.4% | $3.1B | 16.4% | 36 | 36 | 3 | 3 |