|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Heartwood Wealth Advisors LLC
✚
|
|
|---|---|
| CRD # | 300273 |
| SEC # | 801-114721 |
| CIK # | 0001794935 |
| AUM | $1.3 B (2025-05-20) |
| Employees | 13 (62% Investors, 8% Brokers) |
| Phone | 804-269-8711 |
| Address | 9020 Stony Point Parkway Richmond, VA 23235 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Trebia Acquisition Corp | 24.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 535 | 1,202.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 96.5 |
| (h) Charitable organizations | 0 | 3.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,709 | 1,302.5 |
| By Discretionary | ||
| Discretionary | 1,286 | 1,188.1 |
| Non-Discretionary | 423 | 114.4 |
| Total | 1,709 | 1,302.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,302.5 | |
| Total | 1,709 | 1,302.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001794935] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Beam Wealth Advisors Inc
✚
|
LA | 1.3 |
|
Means Investment Co Inc
✚
|
ME | 1.3 |
|
Pbmares Wealth Management LLC
✚
|
VA | 1.3 |
|
Mediqus Asset Advisors Inc
✚
|
IL | 1.3 |
|
Triune Financial Partners LLC
✚
|
KS | 1.3 |
|
Isthmus Partners LLC
✚
|
WI | 1.3 |
|
Savvy Advisors Inc
✚
|
NY | 1.3 |
|
Consolidated Portfolio Review Corp
✚
|
NY | 1.3 |
|
BFSG LLC
✚
|
CA | 1.3 |
|
Total Investment Management Inc
✚
|
AZ | 1.3 |