Key facts
- Heritage Wealth Management is a family office based in Singapore, Massachusetts.
- The team roster lists 1 person.
About Heritage Wealth Management
Heritage Wealth Management (Heritage) is a multi-family office based in Singapore. Established in 2007, the firm provides alternative investments, currencies and capital markets, derivatives, and dealer services. The mission of the firm is to enhance the planning, product capabilities, and platforms necessary to provide need-based wealth transfer planning solutions to global high-net-worth individuals. The assets are managed by the executive management team.
Registered with the SEC
Form ADV · 2026-02 · CRD 122394- Regulatory AUM
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- Private fund assets
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- Private funds
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- Staff
- 6
- Registered office
- HOUSTON, TX
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as HERITAGE WEALTH MANAGEMENT, INC.).
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Portfolio
No portfolio companies for Heritage Wealth Management are on record yet. Positions surface from round participations, filings, and coverage.
Partners, principals, and the people who answer a pitch. Pro members reveal contacts with credits.