HERITAGE WEALTH PARTNERS, LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Ohio, United States

Employees

Total Number of Employees	12
Investment Advisory/Research	5
Registered Broker-Dealer Representatives	6
Registered State Investment Advisers	5
Licensed Agents of an Insurance Company	9
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	929	$142.1M
Non-Discretionary	1	$468,000
Total	930	$142.5M

Clients

Type	Number	RAUM
Individuals	791	$36.3M
HNW Individuals	70	$105.5M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	<5	$315,653
Charitable organizations	<5	$381,137
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	0

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businesses
Compensation	% of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number	801-122695
SEC ERA File Number	801-122695
SEC CIK Numbers	1963794
SEC CRD Numbers	290276
Legal Entity Identifier	None

Principal Office

6215 EMERALD PARKWAY
UNIT 1
DUBLIN
OH
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic