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⚲
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| Heartwood Wealth Advisors LLC
✚
| |
|---|---|
| CRD # | 300273 |
| SEC # | 801-114721 |
| CIK # | 0001794935 |
| AUM | $1.1 BB (2024-02-29) |
| Employees | 13 (54% Investors, 8% Brokers) |
| Phone | 804-269-8711 |
| Address | 9020 Stony Point Parkway Richmond, VA 23235 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| SPTS | 22.8 | ||
| AAPL | 2,382,844.0 | 4.7 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 522 | 1,032.4 |
| (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 | 89.7 |
| (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 | 1,593 | 1,125.2 |
| By Discretionary | ||
| Discretionary | 1,190 | 1,018.4 |
| Non-Discretionary | 403 | 106.8 |
| Total | 1,593 | 1,125.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,125.2 | |
| Total | 1,593 | 1,125.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001794935] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Pbmares Wealth Management LLC
✚
|
VA | 1.1 |
|
CGN Advisors LLC
✚
|
KS | 1.1 |
|
Seaview Investment Managers LLC
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|
FL | 1.1 |
|
HBW Advisory Services LLC
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|
CA | 1.1 |
|
Triune Financial Partners LLC
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|
KS | 1.1 |
|
Madison Financial Advisors Ltd
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|
OH | 1.1 |
|
Janiczek Wealth Management LLC
✚
|
CO | 1.1 |
|
Straightline Group LLC
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|
MI | 1.1 |
|
Momentum Independent Network Inc
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|
TX | 1.1 |
|
West Chester Capital Advisors Inc
✚
|
PA | 1.1 |