HEARTWOOD WEALTH ADVISORS, LLC
  • HEARTWOOD WEALTH ADVISORS, LLC

Adviser Profile

As of Date 04/30/2026
Registration SEC, Approved, 02/21/2019
ADV Location RICHMOND, VA, United States
Contact Info 804 xxxxxxx
Websites
AUM* 1,548,607,424 19%
of that, discretionary 1,408,673,029 19%
Number of Employees 13
of those in investment advisory functions 10 25%
Private Fund GAV* 0
Avg Account Size 816,346 7%
% High Net Worth 98.61% 0%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

1B 1B 1B 805M 604M 402M 201M
2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name KEITER Filing Date05/29/2025 Form ADV-E View Report
Accounting Firm Name KEITER CPA Filing Date09/17/2024 Form ADV-E View Report
Accounting Firm Name KEITER CPA Filing Date09/18/2023 Form ADV-E View Report

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