Heritage Grove Wealth Management, LLC
SEC RegisteredRooted in Wisdom, Focused on Your Future
About the firm
Heritage Grove Wealth Management is a fee-only, independent Registered Investment Advisor (RIA) that delivers a Family CFO Service for high-net-worth individuals and families. The firm combines deep expertise with personalized, concierge-level financial management, acting as a central point of contact for all financial decisions.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Family CFO Service encompassing investment management, tax strategy, estate planning, legacy planning, risk oversight, Roth conversion strategies, tax-loss harvesting, asset location, and construction of customized portfolios using low-cost ETFs and individual stocks.
Who they serve
High-net-worth individuals and families seeking sophisticated, concierge-level financial management.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | $0 |
| High Net Worth Individuals | 44 | $89M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 0 | — |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
44 total clients reported on Form ADV.
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 0.95% |
| Next $2,000,000 | 0.75% |
| Above $3,000,000 | 0.50% |
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Heritage Grove Wealth Management, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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