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).
Current Firm Details
By the Numbers
-
Total Assets Under Management259MILLION
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Total Number of Accounts681ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MN
Financial Advisors at Heritage Wealth Architects, Inc.
1
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 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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