Heritage Family Offices, LLP
Scottsdale, AZ
Regulatory AUM$423M#79 of 135 family offices
Accounts1,057100% discretionary
High-net-worth clients80Form ADV Item 5.D
Private funds advised1$15M gross assets
Registration
- Legal name
- Heritage Family Offices, LLP
- SEC file number
- 801-126899
- CRD number
- 323930
- Latest Form ADV
- March 10, 2026
Full Form ADV on the SEC’s Investment Adviser Public Disclosure site
Investments and performance
Family offices don’t publicly report holdings or returns. Form ADV discloses assets under management, client counts, and the private funds an adviser manages; that is what’s shown above.
About this data
Regulatory assets under management (Form ADV Item 5.F) as reported by each adviser in its latest filing. Single-family offices are exempt from SEC registration and are not included. Data from the SEC’s registered investment adviser roster published September 1, 2026. Source.