PPrivate Fund Data Log in Join · $37/mo

Wesley B. Kaufman LLC

OwnerHeartwood Wealth Advisors, LLC

About Wesley B. Kaufman LLC

Wesley B. Kaufman LLC is listed as Owner at Heartwood Wealth Advisors, LLC in Richmond, VA. Form ADV reports a beneficial ownership band of 10-25%.

Reported ownership

Owns 10-25% of Heartwood Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Wesley B. Kaufman LLC work?

Wesley B. Kaufman LLC is listed as Owner at Heartwood Wealth Advisors, LLC on SEC Form ADV.

How much of Heartwood Wealth Advisors, LLC does Wesley B. Kaufman LLC own?

Form ADV reports a beneficial ownership band of 10-25%.

Heartwood Wealth Advisors, LLC

TitleOwner
Ownership10-25%
Control personNo
Since2019
View Heartwood Wealth Advisors, LLC →