Heritage Grove Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$88,820,000
Clients
44
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
44
HighAverage account size
$2,018,636
About
Heritage Grove Wealth Management provides fee-based wealth management primarily for high-net-worth individuals, trusts and estates, foundations, and select institutional clients. The firm’s written services include investment management, retirement planning, tax planning, and legacy and estate planning, offered on either a discretionary or non-discretionary basis.
The firm constructs custom portfolios for each client using fundamental analysis, strategic asset allocation, and tax-efficient investment selection, and explicitly states it does not use model portfolios or third‑party managers. Accounts are reviewed quarterly (and more often as needed), with performance reports and custodial statements provided to clients.
What is notable in this brochure is the explicit inclusion of foundations and “select institutions” alongside individual HNW clients, which broadens the client mix beyond the typical retail focus of many small independent advisers. The brochure also discloses that one or more advisors are licensed to sell insurance and may earn commissions from those sales, a potential conflict of interest the firm says it discloses to clients.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Wealth management
General retirement planning
General tax planning
General estate planning guidance
Fee options
$0 - $1,000,000: 0.95% $1,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50%
Main office location
Heritage Grove Wealth Management, LLC
Danville CA, United States
Number of offices
1
Most active in
Heritage Grove Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
California · Hawaii · Nevada · New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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