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Heritage Wealth ManagementFinancial advisor in Sandy, UT

Heritage Wealth Management is a financial advisor at 11075 S State St Ste 9A, Sandy, UT 84070, ranked #25 of 70 wealth managers in Sandy and rated 5.0 from 13 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Sandy, UTUpdated 0 paid placements in any rankingHow we rank

Call (801) 727-8780Website ↗

Key facts

Key facts about Heritage Wealth Management
Address11075 S State St Ste 9A, Sandy, UT 84070Get directions
Phone(801) 727-8780
Websitemyheritagewealth.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating5.0 from 13 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Wealth Managementbusiness name
  • Financial Plannersadditional Google category

Service area

Serves Sandy and 11 towns within 25 miles: Draper, South Jordan, Sandy Hills, Riverton, South Jordan Heights, Midvale, West Jordan, Bluffdale, Cottonwood Heights, Herriman and Murray.

Based in Sandy, UTView on map

Opening hours

Opening hours for Heritage Wealth Management
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Heritage Wealth Management

How is Heritage Wealth Management ranked in Sandy?

Heritage Wealth Management is ranked #25 of 70 wealth managers in Sandy by RFA Score, with 66 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Heritage Wealth Management’s hours?

Heritage Wealth Management is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Heritage Wealth Management serve?

Serves Sandy and 11 towns within 25 miles: Draper, South Jordan, Sandy Hills, Riverton, South Jordan Heights, Midvale, West Jordan, Bluffdale, Cottonwood Heights, Herriman and Murray. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Heritage Wealth Management?

Heritage Wealth Management has a rating of 5.0 from 13 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Heritage Wealth Management?

Call Heritage Wealth Management on (801) 727-8780. The business is at 11075 S State St Ste 9A, Sandy, UT 84070. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Heritage Wealth Management compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Heritage Wealth Management (this business)—665.0 (13)NoNo
Tencap Wealth Coaching - Financial Advisor#23675.0 (17)NoNo5.4 mi
Granite Canyon Wealth Management#24665.0 (16)NoNo2.0 mi
Proactive Wealth Concepts#26665.0 (18)——2.3 mi

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