HEARTWOOD PARTNERS, LLC

301 Merritt 7
Third Floor
Norwalk, Connecticut 06851
Tel: 203-625-0770

About HEARTWOOD PARTNERS, LLC

HEARTWOOD PARTNERS, LLC, formally registered with the SEC as HEARTWOOD PARTNERS, LLC. The firm was established in 03/18/2021. They have over 1 offices throughout the country.

HEARTWOOD PARTNERS, LLC is a Norwalk, Connecticut based Financial Planning firm with nearly $1,432,300,000 assets under management, offering retirement planning & investment advisory services to 19 clients. The firm is staffed with 24 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	313052
SEC#	801-120555
Assets Managed by Firm	$1,432,300,000
No. of Clients	19
No. of Advisors	24

Fee Structure

A percentage of AUM
Performance Based
Other (WE RECEIVE A PERCENTAGE OF EBITDA FROM PORTFOLIO COMPANIES)

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	19	$1,432,300,000

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