HERITAGE WEALTH ARCHITECTS, INC.

MENDOTA HEIGHTS, Minnesota·2 registered advisors·CRD# 161261
SEC# 801-1127830651-289-6444
01

Firm Overview

AUM
$259M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at HERITAGE WEALTH ARCHITECTS, INC.

2 registered advisors
James Shannon Knapp
MENDOTA HEIGHTS, Minnesota
Tyler Lee Rudek
MENDOTA HEIGHTS, Minnesota
05

Office Locations

MENDOTA HEIGHTS, Minnesota
2 advisors

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Data sourced from SEC Form ADV filings. HERITAGE WEALTH ARCHITECTS, INC. (CRD# 161261) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.