HEARTWOOD WEALTH ADVISORS, LLC
CRD #300273 SEC #801-114721 RICHMOND, VA 804-269-8711
SEC Registered
Total AUM
$1.3B
Discretionary
$1.2B
Employees
13
Clients
101
Accounts
1,709
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $1.3B | $1.2B | $114.4M | 13 | 0 |
| Mar 2025 | $1.3B | $1.2B | $114.4M | 13 | 0 |
| Feb 2024 | $1.1B | $1B | $106.8M | 13 | 0 |
| Feb 2023 | $982.8M | $877.2M | $105.6M | 13 | 0 |
| Nov 2022 | $1B | $907.1M | $98.5M | 11 | 0 |
| Nov 2022 | $1B | $907.1M | $98.5M | 11 | 0 |
| Feb 2022 | $1B | $907.1M | $98.5M | 11 | 0 |
| Mar 2021 | $881.2M | $793.9M | $87.4M | 9 | 0 |
| Jun 2020 | $751.3M | $669.3M | $82M | 9 | 0 |
| Mar 2020 | $751.3M | $669.3M | $82M | 9 | 0 |
| Nov 2019 | $659.4M | $591.7M | $67.7M | 9 | 0 |
| Oct 2019 | $659.4M | $591.7M | $67.7M | 9 | 0 |
| Aug 2019 | $659.4M | $591.7M | $67.7M | 9 | 0 |
| Jul 2019 | $659.4M | $591.7M | $67.7M | 9 | 0 |
| Jun 2019 | $659.4M | $591.7M | $67.7M | 9 | 0 |
| Jun 2019 | $0 | $0 | $0 | 9 | 0 |
| Feb 2019 | $0 | $0 | $0 | 9 | 0 |
| Jan 2019 | $0 | $0 | $0 | 9 | 0 |
DateMay 2025
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$114.4M
Employees13
Clients0
DateMar 2025
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$114.4M
Employees13
Clients0
DateFeb 2024
Total AUM$1.1B
Discretionary$1B
Non-Disc.$106.8M
Employees13
Clients0
DateFeb 2023
Total AUM$982.8M
Discretionary$877.2M
Non-Disc.$105.6M
Employees13
Clients0
DateNov 2022
Total AUM$1B
Discretionary$907.1M
Non-Disc.$98.5M
Employees11
Clients0
DateNov 2022
Total AUM$1B
Discretionary$907.1M
Non-Disc.$98.5M
Employees11
Clients0
DateFeb 2022
Total AUM$1B
Discretionary$907.1M
Non-Disc.$98.5M
Employees11
Clients0
DateMar 2021
Total AUM$881.2M
Discretionary$793.9M
Non-Disc.$87.4M
Employees9
Clients0
DateJun 2020
Total AUM$751.3M
Discretionary$669.3M
Non-Disc.$82M
Employees9
Clients0
DateMar 2020
Total AUM$751.3M
Discretionary$669.3M
Non-Disc.$82M
Employees9
Clients0
DateNov 2019
Total AUM$659.4M
Discretionary$591.7M
Non-Disc.$67.7M
Employees9
Clients0
DateOct 2019
Total AUM$659.4M
Discretionary$591.7M
Non-Disc.$67.7M
Employees9
Clients0
DateAug 2019
Total AUM$659.4M
Discretionary$591.7M
Non-Disc.$67.7M
Employees9
Clients0
DateJul 2019
Total AUM$659.4M
Discretionary$591.7M
Non-Disc.$67.7M
Employees9
Clients0
DateJun 2019
Total AUM$659.4M
Discretionary$591.7M
Non-Disc.$67.7M
Employees9
Clients0
DateJun 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateFeb 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateJan 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0