HEARTWOOD WEALTH ADVISORS, LLC

9020 Stony Point Parkway
Suite 225
Richmond, Virginia 23235
Tel: 804-269-8711

About HEARTWOOD WEALTH ADVISORS, LLC

HEARTWOOD WEALTH ADVISORS, LLC, formally registered with the SEC as HEARTWOOD WEALTH ADVISORS, LLC. The firm was established in 02/21/2019. They have over 1 offices throughout the country.

HEARTWOOD WEALTH ADVISORS, LLC is a Richmond, Virginia based Financial Planning firm with nearly $1,302,509,037 assets under management, offering retirement planning & investment advisory services to 1709 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	300273
SEC#	801-114721
Assets Managed by Firm	$1,302,509,037
No. of Clients	1709
No. of Advisors	13

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1709	$1,302,509,037
High net worth individuals	535	$1,202,765,959
Pension and profit sharing plans	6	$96,510,448
Charitable organizations	Fewer than 5 clients	$3,232,630

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