SourcingSourcing

HERITAGE WEALTH MANAGEMENT GROUP, LTD

B64
CRD 148459·SEC 801-120938·NORFOLK, VA
AUM
$152.2M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$457K
@ 30% margin
Est. Deal Value
$3.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
HERITAGE WEALTH MANAGEMENT GROUP, LTD
CRD
148459
SEC file #
801-120938
EIN
—
DBA names
—

Economics

AUM
$152.2M
AUM band
$100M-$500M
AUM trajectory
'22'26
$137.5M → $152.2M▲ +11%
Client mix
Individuals Other137
Individuals High Net Worth40
Charitable Organizations2
Corporations1

Operations

Employees (total)
5
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'22'26
5 advisors → 3 advisors▼ -40%
Primary office
NORFOLK VA
Branches
—

Custodian & Brokerage

Primary custodian
Altruistlow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/10/2026
ADV-W filed at
—
Website
linkedin.com/in/zach-tekamp-cfp%c2%ae-ea-60a1b6124(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Tekamp, Zachary, Nicklaus
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
Tekamp, Zachary, Nicklaus
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
1
Form 5500 Total Participants
4
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20241
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Altruist4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
7387894
Trust Company Affiliate
No

People (3)

3
Tekamp, Zachary, Nicklaus
IAR · Direct Owner · 87.5%
7387894
MARK HOWARD TEKAMP
IAR
1056839
MICHAEL BENJAMIN BROADHURST
IAR
1604098