Heritage Wealth Architects, Inc.

Heritage Wealth Architects, Inc. (CRD# 161261) is a financial advisory firm headquartered in Mendota Heights, MN. They manage $258,784,840 in 681 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    259
    MILLION
  • Total Number of Accounts
    681
    ACCOUNTS
  • Average Account Value
    $380,007
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MN

Financial Advisors at Heritage Wealth Architects, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
James S. Knapp
CRD#: 4646507
1270 Northland Drive, Suite 120, Mendota Heights, MN 55120

James Knapp (CRD# 4646507) is an Investment Advisor Representative working at Heritage Wealth Architects, Inc. in Mendota Heights, MN and has over 20 years of experience in the finance industry.

2
Tyler L. Rudek
CRD#: 5377883
1270 Northland Drive, Suite 120, Mendota Heights, MN 55120

Tyler Rudek (CRD# 5377883) is an Investment Advisor Representative working at Heritage Wealth Architects, Inc. in Mendota Heights, MN and has over 16 years of experience in the finance industry.

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