Heritage Wealth Management LLC
Legal Name: HERITAGE WEALTH MANAGEMENT, LLC
Full Contact Details
Heritage Wealth Management LLC
2355 E. CAMELBACK ROAD, STE. 425, PHOENIX, AZ
602-775-5400
602-775-5451
Other Info
Heritage Wealth Management LLC, a Limited Liability Company based in Arizona, has 8 employees, 5 of which serve in advisory roles. Their latest SEC status is approved, with a registration date of March 29, 2017, and they are currently serving 1 client.
Heritage Family Offices
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Direct Owners
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DAVID ELGIN MAXEY
MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER owns more than 10% but less than 25%
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MICHAEL BRENT FROST
MANAGING MEMBER owns more than 25% but less than 50%
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RALPH ERWIN NELSON
MANAGING MEMBER owns more than 25% but less than 50%