← Back to searchVisit website
HEARTWOOD WEALTH ADVISORS, LLC
CRD 300273 · SEC 801-114721
9020 STONY POINT PARKWAY, SUITE 325, RICHMOND, VA, 23235, United States
Phone
804-269-8711
Fax
804-323-7130
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.55B
Discretionary AUM
$1.41B
Team
13 total employees; 10 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 566 | $1.43B |
| Pension/profit sharing plans | 6 | $112.9M |
| Charitable organizations | 2 | $3.5M |
States served
CA, LA, MA, NC, SC, VA, WV, TX, FL
All web addresses on file
Official SEC filing: View on IAPD