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Heritage Wealth Management Employee Directory

Financial ServicesTexas, United States11-50 Employees

Heritage Wealth Management is a financial services firm based in Houston, Texas. It emphasizes a core value system that combines accountability, integrity, and honesty with traditional principles such as respect, family, and faith. The firm aims to provide high-quality financial guidance that aligns with clients’ everyday lives and priorities, helping them refine their objectives through thoughtful planning.

The organization describes its approach as supporting clients through important financial decisions by coordinating all aspects of their financial life, not just investments. It operates with a relatively small to mid-sized team and serves individuals seeking holistic, lifecycle-oriented planning from a local provider in the Houston area.

Find Heritage Wealth Management employees' phone numbers or email addresses

Heritage Wealth Management Global Highlights

Location
Employees

North America
33

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  • United States Of America
    33

Asia
3

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  • Singapore
    2
  • Malaysia
    1

Europe
2

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  • Ireland
    2

Heritage Wealth Management's Leadership

  • Senior Wealth Advisor at Heritage Wealth Management
    R. D.
    Senior Wealth Advisor
    Mobile Phone
  • Client Relationship at Heritage Wealth Management
    S. L.
    Client Relationship
    Mobile Phone
  • Client Relationship at Heritage Wealth Management
    Y. Y. W.
    Client Relationship
    Mobile Phone

Heritage Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Other

Contact profiles from Heritage Wealth Management

Name
Title
Contact
Location
Last Update
  • Senior Wealth Advisor at Heritage Wealth Management
    R. D.
    Senior Wealth Advisor
    Mobile Phone
    Oct 17, 2024
  • Client Relationship at Heritage Wealth Management
    S. L.
    Client Relationship
    Mobile Phone
    Singapore
    Sep 06, 2026
  • Client Relationship at Heritage Wealth Management
    Y. Y. W.
    Client Relationship
    Mobile Phone
    Malaysia, Selangor
    Aug 31, 2026

Frequently Asked Questions

What is Heritage Wealth Management known for?

Minus sign iconPlus sign iconHeritage Wealth Management was founded in 2002 and operates in the Financial Services industry. You can contact Heritage Wealth Management's main corporate office by phone at
+1-713-871-****
. Explore Heritage Wealth Management's company overview page for more information.

What is Heritage Wealth Management's most common email format?

Minus sign iconPlus sign iconHeritage Wealth Management employees' email format typically follows the pattern of First@heritageplanners.com. Trying to find reliable and up-to-date employee contact data? Find more Heritage Wealth Management email formats with LeadIQ.

How many employees does Heritage Wealth Management have currently?

Minus sign iconPlus sign iconHeritage Wealth Management has approximately 13 employees as of September 2026. These team members are located across 3 continents, including North America, Asia and Europe.

Who are Heritage Wealth Management's key employees and leadership?

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As of September 2026, Heritage Wealth Management's key employees include:

  • Senior Wealth Advisor: R. D.
  • Client Relationship: S. L.
  • Client Relationship: Y. Y. W.

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