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| Keyboard |
| Heartwood Wealth Advisors LLC
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|---|---|
| CRD # | 300273 |
| SEC # | 801-114721 |
| CIK # | 0001794935 |
| AUM | 1,548.6 M (2026-04-30) |
| Employees | 13 (77% Investors, 8% Brokers) |
| Fees | |
| Minimum | |
| 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 | 29.4 | ||
| 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) | 566 | 1,432.1 |
| (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 | 112.9 |
| (h) Charitable organizations | 2 | 3.5 |
| (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 | 1,897 | 1,548.6 |
| By Discretionary | ||
| Discretionary | 1,348 | 1,408.7 |
| Non-Discretionary | 549 | 139.9 |
| Total | 1,897 | 1,548.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,548.6 | |
| Total | 1,897 | 1,548.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001794935] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
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