Heartwood Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Richmond, VA. Its latest Form ADV filing, dated April 30, 2026, reports $1.5B in regulatory assets under management, 13 employees, and 1,897 accounts.
Assets Under Management
$1.5B
Employees
13
Offices
--
Total Clients
574
Primary office
RICHMOND, VA
9020 STONY POINT PARKWAY, SUITE 325, RICHMOND, VA, United States
Top client segmentHNWI represent 98.6% of total clients.
Top client categories% of clientsClients
1
HNWI
98.6%
566
2
Pension Plans
1.0%
6
3
Charitable
0.3%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.5Bas of April 30, 2026
Discretionary91.0%
$1.4B
91% of total RAUM91.0%
Non-discretionary9.0%
$140M
9% of total RAUM9.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.5B
Total Accounts1,897
10Y AUM Change+$1.5B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee44:1
10Y Employee Change+4 (+44.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.