Heritage Acquires Mangham


October 26, 2023

Under the terms of the transaction, Heritage Wealth Advisors (“Heritage”) has acquired Mangham Associates (“Mangham”). Further terms of the deal were not disclosed.

Heritage, based in Richmond, Virginia, is a full-service, multi-family, wealth manager. Heritage has approximately $3.2 billion in assets under management.

Mangham, based in Charlottesville, Virginia is an investment manager for endowments, foundations, and family clients. Mangham manages approximately $800 million in client assets.

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