Unclaimed Profile

Wesley Brent Kaufman

HEARTWOOD WEALTH ADVISORS, LLC·RICHMOND, Virginia

Clean recordHEARTWOOD WEALTH ADVISORS, LLC

9020 STONY POINT PARKWAY, RICHMOND, VA 23235CRD# 2564193Firm CRD# 300273

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Wesley Brent Kaufman · RICHMOND, VA

Registration

CRD #2564193 · HEARTWOOD WEALTH ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Wesley Brent Kaufman is a registered financial advisor based in RICHMOND, Virginia, affiliated with HEARTWOOD WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

HEARTWOOD WEALTH ADVISORS, LLC

AUM

$1.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at HEARTWOOD WEALTH ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2564193

Firm CRD# 300273

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Wesley Brent Kaufman offer?

Wesley Brent Kaufman specializes in Financial Planning, Investment Management. Contact their office in RICHMOND, Virginia for a consultation.

What are Wesley Brent Kaufman's credentials?

Wesley Brent Kaufman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Wesley Brent Kaufman located?

Wesley Brent Kaufman is based in RICHMOND, Virginia, working with HEARTWOOD WEALTH ADVISORS, LLC. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.

How does Wesley Brent Kaufman charge for services?

Wesley Brent Kaufman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HEARTWOOD WEALTH ADVISORS, LLC?

HEARTWOOD WEALTH ADVISORS, LLC has approximately 13 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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