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Multi Family OfficePuts its own capital into companiesLAST VERIFIED Jul 2026 · 1 SOURCES

Heritage Wealth Counselors

Multi family office in Richmond, United States, founded 1998; reported AUM $200M; focus on climate, real estate and industrial.

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Identity

HEADQUARTERS
Richmond, United States
FOUNDED
1998
AUM
$200M (2026)

Investment approach

SECTORS
Climate & EnergyReal Estate & PropTechIndustrial & Manufacturing
ROUTES
Companies (own capital)

Overview

Headquartered in Richmond, United States, the firm is listed as a multi family office founded in 1998. Its reported assets under management are $200M (2026); sectors on record are climate, real estate and industrial. It invests directly in companies; 3 people are named on its team.

People

  • Edward J. Reitmeyer
    President and Founder · source
  • Michael J. Reitmeyer
    Principal and Managing Director · source
  • John E. Sullivan
    Principal and Treasurer · source

Frequently asked questions

Heritage Wealth Counselors is a multi family office based in Richmond, the United States, founded in 1998.

Heritage Wealth Counselors invests its own capital into companies.

Heritage Wealth Counselors invests in Climate & Energy, Real Estate & PropTech and Industrial & Manufacturing.

Key people at Heritage Wealth Counselors include Edward J. Reitmeyer (President and Founder), Michael J. Reitmeyer (Principal and Managing Director) and John E. Sullivan (Principal and Treasurer).