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Insights

Growing Market Presence Heritage Wealth Managers operates in the competitive financial advisory sector with a modest team size, indicating an opportunity to expand their client base and scale service offerings without disrupting their personalized approach.

Technology Adoption Utilizing CFML and GoDaddy suggests they may benefit from advanced digital marketing tools and CRM integrations to enhance client engagement and operational efficiency.

Revenue Growth Potential With reported revenues between 1 million and 10 million dollars, there is significant scope for upselling financial planning, investment products, or technology solutions to increase revenue streams.

Partnering Opportunities Their affiliation with Securities America and independent advisory services opens avenues for partnership with fintech or compliance technology providers to streamline regulatory and transaction processes.

Client Engagement Strategy Regular content updates and a focus on lifestyle enhancement indicate a commitment to client education and retention, providing opportunities for innovative content and communication platform solutions to strengthen client relationships.

Heritage Wealth Managers Tech Stack

Heritage Wealth Managers uses 4 technology products and services including CFML, X-Content-Type-Options, GoDaddy, and more. Explore Heritage Wealth Managers's tech stack below.

  • CFML
    Programming Languages
  • X-Content-Type-Options
    Web & Portal Technology
  • GoDaddy
    Web Hosting
  • X-UA-Compatible
    Web Tools And Plugins

Media & News

Heritage Wealth Managers's Email Address Formats

Heritage Wealth Managers uses at least 1 format(s):
Heritage Wealth Managers Email FormatsExamplePercentage
FirstL@heritagewealthmgrs.comJohnD@heritagewealthmgrs.com
25%
First@heritagewealthmgrs.comJohn@heritagewealthmgrs.com
25%
FLast@heritagewealthmgrs.comJDoe@heritagewealthmgrs.com
25%
FirstL@heritagewealthmgrs.comJohnD@heritagewealthmgrs.com
25%

Frequently Asked Questions

Where is Heritage Wealth Managers's headquarters located?

Minus sign iconPlus sign iconHeritage Wealth Managers's main headquarters is located at 73-143 Kukuna Street Kailua Kona, Hawaii 96740 United States. The company has employees across 1 continents, including North America.

What is Heritage Wealth Managers's phone number?

Minus sign iconPlus sign icon You can contact Heritage Wealth Managers's main corporate office by phone at
+1-800-523-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Heritage Wealth Managers's official website and social media links?

Minus sign iconPlus sign iconHeritage Wealth Managers's official website is heritagewealthmgrs.com and has social profiles on LinkedIn.

How much revenue does Heritage Wealth Managers generate?

Minus sign iconPlus sign icon As of February 2026, Heritage Wealth Managers's annual revenue is estimated to be $125M.

What is Heritage Wealth Managers's NAICS code?

Minus sign iconPlus sign iconHeritage Wealth Managers's NAICS code is 52 - Finance and Insurance.

How many employees does Heritage Wealth Managers have currently?

Minus sign iconPlus sign iconAs of February 2026, Heritage Wealth Managers has approximately 2 employees across 1 continents, including North America. Key team members include Owner: J. C.Lpl Registered Principal: S. B. G.. Explore Heritage Wealth Managers's employee directory with LeadIQ.

What industry does Heritage Wealth Managers belong to?

Minus sign iconPlus sign iconHeritage Wealth Managers operates in the Financial Services industry.

What technology does Heritage Wealth Managers use?

Minus sign iconPlus sign iconHeritage Wealth Managers's tech stack includes CFMLX-Content-Type-OptionsGoDaddyX-UA-Compatible.

What is Heritage Wealth Managers's email format?

Minus sign iconPlus sign iconHeritage Wealth Managers's email format typically follows the pattern of FirstL@heritagewealthmgrs.com. Find more Heritage Wealth Managers email formats with LeadIQ.

When was Heritage Wealth Managers founded?

Minus sign iconPlus sign iconHeritage Wealth Managers was founded in 1993.

Heritage Wealth Managers

Financial ServicesHawaii, United States2-10 Employees

As a comprehensive financial advisory firm, the purpose of this page is to provide you with meaningful content designed to enhance your lifestyle.  To assist in accomplishing this goal you will find fresh ideas posted Monday through Thursday.  We look forward to receiving your feedback!

John Czajkowski is a registered principal (branch manager) overseeing the careers & ethics of other financial advisors. He is also an investment advisor representative. He offers securities through Securities America, Inc., a registered broker/dealer & member of FINRA (www.FINRA.org) / SIPC (www.SIPC.org). Advisory services are offered through Securities America Advisors, Inc. His firm, Heritage Wealth Managers, & Securities America are unaffiliated companies. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.
The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Section iconCompany Overview

Headquarters
73-143 Kukuna Street Kailua Kona, Hawaii 96740 United States
Phone number
+1-800-523-****
Website
heritagewealthmgrs.com
NAICS Code
52 - Finance and Insurance
Founded
1993
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Heritage Wealth Managers's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Heritage Wealth Managers's revenue is estimated to be in the range of $1M$10M

Company Leadership

  • Stylized image of a person
    J. C.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. B. G.
    Lpl Registered Principal
    Phone icon
    Mobile Phone

Employee Directory

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