HEARTWOOD WEALTH ADVISORS, LLC
Firm details
- Headquarters
- RICHMOND, Virginia
- CRD number
- 300273
- Registered since
- February 21, 2019
- Website
- www.heartwoodva.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI92.48%
- Pension & Profit Sharing Plans7.29%
- Charitable Organizations0.23%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Heartwood Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2019. The firm describes itself as a capital allocator that serves both high-net-worth individuals and institutional clients. Its advisory services span financial planning, portfolio management for individuals and small businesses, the selection and oversight of other advisers, pension consulting, and educational seminars and workshops. Fee arrangements include asset-based fees, hourly billing, and fixed-price engagements. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities61%
- Public Funds/Mutual Funds29%
- Cash & Cash Equivalents10%
Contacts
3 of 9BRIAN CANN
Director, Wealth ManagementCRD 1369285
BENJAMIN GURLEY
Managing Director, Wealth ManagementCRD 6531042
EDWIN MARTIN
Managing Director, Wealth ManagementCRD 2867302
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 157Active vs passive
$1.2B in ETFs
85%
$1B
2%
$182M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD LARGE-CAP INDEX FUND (VV) | Vanguard | Passive | Large Blend | $109M | 364,547 | 8.91% |
Location
RICHMOND, VA
CHESTERFIELD
Location
RICHMOND, VA
Headquartered in RICHMOND, VA, in the South of the United States.
- Region
- South
- County
- CHESTERFIELD
- Address
- 9020 Stony Point Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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