Heritage Private Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Heritage Private Wealth (Private Wealth Group, LLC) provides discretionary portfolio management and separately contracted financial planning to individuals and high-net-worth clients, including personal trusts, estates, and retirement accounts. The firm reports managing approximately $14.2 million for roughly 79 clients and does not impose a formal account minimum.
The firm emphasizes strategic asset allocation, diversification, and periodic rebalancing with a generally long-term orientation but will trade when client needs or market conditions change. When expressly authorized and appropriate, Heritage Private Wealth may use exchange-traded options—principally covered calls—in separately managed accounts, a derivatives strategy that is uncommon among independent firms and is used only with client authorization and custodian approval.
Heritage Private Wealth routinely recommends an institutional custodian and receives institutional services that support trading, reporting, and back-office functions, with procedures to invoice and report fee deductions to clients. The brochure also discloses that the firm is owned by a single trust and that the firm’s principal has been the subject of an arbitration award and a related, brief FINRA suspension; those matters are disclosed and described in the firm’s regulatory filings.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.50% $1,000,000+: 1.00%
$150 per hour for separately contracted financial-planning services
Main office
500 11th Ave N, Suite 325
Nashville TN 37203
Advisors at this office
1
Most active in
Tennessee
Also doing business as
Heritage Private · Heritage Private Wealth · Heritage Private Wealth Group, LLC · Private Wealth Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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