Heritage Private Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$14,227,891
Total clients
79
1% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
79
Average account size
$180,100
About
Heritage Private Wealth provides discretionary portfolio management and comprehensive financial planning to a range of clients, including individual and high‑net‑worth households, business owners, trusts, charitable organizations, and corporate entities. Services are offered through a high‑touch Heritage Private Wealth model and an online, technology‑driven Mosaics platform tailored to younger, digitally engaged clients.
Investment decisions are guided by a written Investment Policy Statement, strategic asset allocation using modern portfolio theory, and periodic rebalancing with a long‑term focus. Where appropriate for a client’s objectives and risk tolerance, the firm may employ options and other derivative strategies — including covered‑call overlays in separately managed accounts — a practice that is uncommon among independent advisers.
The firm discloses affiliations with a parent trust and related consulting entities and also describes economic benefits received from its recommended custodian, with policies intended to manage those conflicts of interest. The combination of a boutique service model, a proprietary online delivery channel for younger clients, and the selective use of derivatives in managed accounts distinguishes its approach from many peers.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
College savings (529s, UTMA, etc.)
Occupation focus
Retired
Demographic focus
Young Professionals
Mid-Career Professionals
Retired
Fee options
$0 - $1,000,000: 1.50% $1,000,001+: 1.00%
$150.00 per hour for financial planning services
Main office location
Heritage Private Wealth
Mount Juliet TN, United States
Number of offices
1
Most active in
Heritage Private Wealth has reported serving >5 clients in these states in the last 12 months.
Tennessee
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 not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")