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Wesley Brent Kaufman

Managing Director/Chief Compliance OfficerHeartwood Wealth Advisors, LLCCRD 2564193

About Wesley Brent Kaufman

Wesley Brent Kaufman is listed as Managing Director/Chief Compliance Officer at Heartwood Wealth Advisors, LLC in Richmond, VA. Form ADV reports a beneficial ownership band of 10-25%. Wesley Brent Kaufman is associated with 2 registered advisers.

Reported ownership

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

Frequently asked questions

Where does Wesley Brent Kaufman work?

Wesley Brent Kaufman is listed as Managing Director/Chief Compliance Officer at Heartwood Wealth Advisors, LLC on SEC Form ADV.

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

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

Heartwood Wealth Advisors, LLC

TitleManaging Director/Chief Compliance Officer
Ownership10-25%
Control personYes
Since2019
View Heartwood Wealth Advisors, LLC →

Heartwood Wealth Advisors, LLC

TitleOwner
OwnershipOver 75%
Control personYes
Since2013
View Heartwood Wealth Advisors, LLC →