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Building 2HEARTWOOD WEALTH ADVISORS, LLC

Map pinRICHMOND, VA
Phone804-269-8711
NotebookSEC #801-114721
Total AUM
$1.5B
Employees
13
Clients
574

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9020 STONY POINT PARKWAY
SUITE 325
RICHMOND
VA 23235
United States
Operating Hours
8:30AM- 4:00 PM
Monday - Friday
Phone
804-269-8711

ReceiptFinancials

Total AUM
$1.5B
Accounts
1,897
Discretionary
$1.4B
Accounts
1,348
Non-Discretionary
$139.9M
Accounts
549

ContactClients

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HNW Individual Clients
566
AUM
$1.4B
Pension/Profit Sharing Plan Clients
6
AUM
$112.9M
Charitable Organization Clients
2
AUM
$3.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLLAMANCSCTXVAWV

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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