Where are Heritage Wealth Management employees located globally?

Heritage Wealth Management has employees across 3 continents and 3 countries including Singapore, Ireland, United States Of America.

How has Heritage Wealth Management's team size changed over time?

Heritage Wealth Management's team has remained stable from approximately 16 to 16 employees based on available data.

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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.

Heritage Wealth Management Global Highlights

North America
28

United States Of America
28

Europe
2

Ireland
2

Asia
1

Singapore
1

Heritage Wealth Management's Leadership

R. D.
Senior Wealth Advisor
Mobile Phone
Email
S. L.
Client Relationship
Mobile Phone
Email

Heritage Wealth Management Employee Metrics

100%

50%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from Heritage Wealth Management

Name

Title

Contact Info

Location

Last Update

R. D.
Senior Wealth Advisor
Mobile Phone
Email
Oct 17, 2024
S. L.
Client Relationship
Mobile Phone
Email
Singapore
Apr 14, 2026

Frequently Asked Questions

What is Heritage Wealth Management known for?

Heritage Wealth Management was founded in 2002 operates in the Financial Services industry; you can contact the 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?

Heritage Wealth Management employees' email format typically follows the pattern of . 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?

Heritage Wealth Management has approximately 13 employees as of July 2026. These team members are located across 3 continents, including North AmericaEuropeAsia.

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

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

Senior Wealth Advisor: R. D.
Client Relationship: S. L.

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Heritage Wealth Management Employee Directory

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