HEARTWOOD WEALTH ADVISORS, LLC

RICHMOND, Virginia·5 registered advisors·CRD# 300273
SEC# 801-1147210804-269-8711
01

Firm Overview

AUM
$1.1B
Regulatory assets under management
Employees
13
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at HEARTWOOD WEALTH ADVISORS, LLC

5 registered advisors
Anita Keyser Bost
RICHMOND, Virginia
Benjamin Fowler Gurley
RICHMOND, Virginia
Edwin Sidney Martin
RICHMOND, Virginia
Stephen Timothy Clarke
RICHMOND, Virginia
Wesley Brent Kaufman
RICHMOND, Virginia
05

Office Locations

RICHMOND, Virginia
5 advisors

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Data sourced from SEC Form ADV filings. HEARTWOOD WEALTH ADVISORS, LLC (CRD# 300273) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.