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HEARTWOOD WEALTH ADVISORS, LLC

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

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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 StatusApproved
Firm CRD#300273
SEC#801-114721
Assets Managed by Firm$1,302,509,037
No. of Clients1709
No. of Advisors13

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 ClientsAUM
Firm Total1709$1,302,509,037
High net worth individuals535$1,202,765,959
Pension and profit sharing plans6$96,510,448
Charitable organizationsFewer than 5 clients$3,232,630

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