Brent James Emch
Investment adviser representative at Heritage Family Offices, LLP
10 yearsExperience
1 stateRegistered in
$423.3MFirm assets
3 yearsFirm in business
Are you Brent James Emch? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Heritage Family Offices, LLPDec 2022 to now
- Heritage Wealth Management, LLCMar 2017 to Dec 2022
- Advisors' PrideMar 2016 to Mar 2017
- LPL Financial, LLCJan 2016 to Mar 2017
- Strategence CapitalJan 2016 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Heritage Family Offices, LLP
$423.3MAssets managed
250Clients
4Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6194908
- Firm CRD
- 323930