HEARTLAND WEALTH ADVISORS, LLC
CRD #115156 SEC #801-79262 OVERLAND PARK, KS 913-469-8227
SEC Registered
Total AUM
$281.1M
Discretionary
$281.1M
Employees
4
Clients
--
Accounts
507
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $281.1M | $281.1M | $0 | 4 | 0 |
| Mar 2021 | $249.6M | $249.6M | $0 | 4 | 0 |
| Jun 2020 | $234.1M | $234.1M | $0 | 3 | 0 |
| Mar 2020 | $234.1M | $234.1M | $0 | 3 | 0 |
| Mar 2019 | $196.6M | $196.6M | $0 | 3 | 0 |
| Jul 2018 | $187.8M | $187.8M | $0 | 3 | 0 |
| Mar 2018 | $187.8M | $187.8M | $0 | 3 | 0 |
| Apr 2017 | $156.9M | $156.9M | $0 | 3 | 100 |
| Mar 2017 | $156.9M | $156.9M | $0 | 4 | 100 |
| Feb 2016 | $134.8M | $134.8M | $0 | 3 | 100 |
| Feb 2016 | $134.8M | $134.8M | $0 | 3 | 100 |
| Nov 2015 | $124.5M | $124.5M | $0 | 3 | 100 |
| Mar 2015 | $124.5M | $124.5M | $0 | 3 | 100 |
| Feb 2014 | $115.6M | $115.6M | $0 | 3 | 100 |
| Apr 2012 | $75.3M | $75.3M | $0 | 1 | 26 |
| Mar 2012 | $75.3M | $75.3M | $0 | 1 | 26 |
| Aug 2010 | $44.5M | $44.5M | $0 | 5 | -- |
| Feb 2009 | $39.3M | $39.3M | $0 | 5 | -- |
| Jan 2008 | $29.1M | $29.1M | $0 | 5 | -- |
| Jan 2008 | $29.1M | $29.1M | $0 | 5 | -- |
DateMar 2022
Total AUM$281.1M
Discretionary$281.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$249.6M
Discretionary$249.6M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$234.1M
Discretionary$234.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$234.1M
Discretionary$234.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$196.6M
Discretionary$196.6M
Non-Disc.$0
Employees3
Clients0
DateJul 2018
Total AUM$187.8M
Discretionary$187.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$187.8M
Discretionary$187.8M
Non-Disc.$0
Employees3
Clients0
DateApr 2017
Total AUM$156.9M
Discretionary$156.9M
Non-Disc.$0
Employees3
Clients100
DateMar 2017
Total AUM$156.9M
Discretionary$156.9M
Non-Disc.$0
Employees4
Clients100
DateFeb 2016
Total AUM$134.8M
Discretionary$134.8M
Non-Disc.$0
Employees3
Clients100
DateFeb 2016
Total AUM$134.8M
Discretionary$134.8M
Non-Disc.$0
Employees3
Clients100
DateNov 2015
Total AUM$124.5M
Discretionary$124.5M
Non-Disc.$0
Employees3
Clients100
DateMar 2015
Total AUM$124.5M
Discretionary$124.5M
Non-Disc.$0
Employees3
Clients100
DateFeb 2014
Total AUM$115.6M
Discretionary$115.6M
Non-Disc.$0
Employees3
Clients100
DateApr 2012
Total AUM$75.3M
Discretionary$75.3M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$75.3M
Discretionary$75.3M
Non-Disc.$0
Employees1
Clients26
DateAug 2010
Total AUM$44.5M
Discretionary$44.5M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$39.3M
Discretionary$39.3M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$29.1M
Discretionary$29.1M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$29.1M
Discretionary$29.1M
Non-Disc.$0
Employees5
Clients--