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Managing Member · Heritage Strategic Wealth, LLC

Brian W. Atkins

CRD 6100366 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Heritage Strategic Wealth, LLC, an SEC-registered wealth manager based in Cary, IL with $46 million in regulatory assets, lists Brian W. Atkins on its Form ADV as Managing Member, a control person. The SEC filings also name Brian at 1 other registered adviser.

Firms and roles

AtlasMembers

Brian’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brian’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.