| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin Fowler Gurley | Managing Director | 10-25% | 2019 |
| E. Sidney Martin LLC | Owner | 25-50% | 2019 |
| Edwin Sidney Martin Control | Managing Director | Under 5% | 2019 |
Heartwood Wealth Advisors, LLC reports $1.3 billion in regulatory assets under management on its Form ADV.
Heartwood Wealth Advisors, LLC reports 13 employees.
Heartwood Wealth Advisors, LLC is based in Richmond, VA and has been SEC-registered since 2019.
Heartwood Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 9020 Stony Point Parkway, Suite 325, Richmond, VA 23235 |
| Phone | 804-269-8711 |
| Fax | 804-323-7130 |
| Office hours | 8:30a.m.- 4:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $1.19B |
| Non-discretionary | $114.4M |
| Total (RAUM) | $1.3B |