HEARTWOOD WEALTH ADVISORS, LLC

CRD #300273 SEC #801-114721 RICHMOND, VA 804-269-8711

SEC Registered

Total AUM

$1.3B

Discretionary

$1.2B

Employees

Clients

101

Accounts

1,709

Firm Details

Organization Type: Limited Liability Company
State of Formation: Virginia
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: May 20, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
BOST, ANITA, KEYSER	I	CHIEF COMPLIANCE OFFICER	NA	Control
BOST, ANITA, KEYSER	I	CHIEF COMPLIANCE OFFICER	NA	Control
BOST, ANITA, KEYSER	I	CHIEF COMPLIANCE OFFICER	NA	Control
BOST, ANITA, KEYSER	I	CHIEF COMPLIANCE OFFICER	NA	Control
BOST, ANITA, KEYSER	I	CHIEF COMPLIANCE OFFICER	NA	Control
BOST, ANITA, KEYSER	I	CHIEF COMPLIANCE OFFICER	NA	Control
BOST, ANITA, KEYSER	I	CHIEF COMPLIANCE OFFICER	NA	Control
BOST, ANITA, KEYSER	I	CHIEF COMPLIANCE OFFICER	NA	Control
BOST, ANITA, KEYSER	I	CHIEF COMPLIANCE OFFICER	NA	Control
BOST, ANITA, KEYSER	I	CHIEF COMPLIANCE OFFICER	NA	Control
BOST, ANITA, KEYSER	I	CHIEF COMPLIANCE OFFICER	NA	Control
BOST, ANITA, KEYSER	I	CHIEF COMPLIANCE OFFICER	NA	Control
BOST, ANITA, KEYSER	I	CHIEF COMPLIANCE OFFICER	NA	Control
BOST, ANITA, KEYSER	I	CHIEF COMPLIANCE OFFICER	NA	Control
BOST, ANITA, KEYSER	I	CHIEF COMPLIANCE OFFICER	NA	Control
BOST, ANITA, KEYSER	I	CHIEF COMPLIANCE OFFICER	NA	Control
BOST, ANITA, KEYSER	I	CHIEF COMPLIANCE OFFICER	NA	Control
CLARKE, STEPHEN, TIMOTHY	I	MANAGING DIRECTOR	NA	Control
CLARKE, STEPHEN, TIMOTHY	I	MANAGING DIRECTOR	NA	Control
CLARKE, STEPHEN, TIMOTHY	I	MANAGING DIRECTOR	NA	Control
CLARKE, STEPHEN, TIMOTHY	I	MANAGING DIRECTOR	NA	Control
CLARKE, STEPHEN, TIMOTHY	I	MANAGING DIRECTOR	NA	Control
CLARKE, STEPHEN, TIMOTHY	I	MANAGING DIRECTOR	NA	Control
CLARKE, STEPHEN, TIMOTHY	I	MANAGING DIRECTOR	NA	Control
CLARKE, STEPHEN, TIMOTHY	I	MANAGING DIRECTOR	NA	Control
CLARKE, STEPHEN, TIMOTHY	I	MANAGING DIRECTOR	NA	Control
CLARKE, STEPHEN, TIMOTHY	I	MANAGING DIRECTOR	NA	Control
CLARKE, STEPHEN, TIMOTHY	I	MANAGING DIRECTOR	NA	Control
CLARKE, STEPHEN, TIMOTHY	I	MANAGING DIRECTOR	NA	Control
CLARKE, STEPHEN, TIMOTHY	I	MANAGING DIRECTOR	NA	Control
CLARKE, STEPHEN, TIMOTHY	I	MANAGING DIRECTOR	NA	Control
CLARKE, STEPHEN, TIMOTHY	I	MANAGING DIRECTOR	NA	Control
CLARKE, STEPHEN, TIMOTHY	I	MANAGING DIRECTOR	NA	Control
CLARKE, STEPHEN, TIMOTHY	I	MANAGING DIRECTOR	NA	Control
CLARKE, STEPHEN, TIMOTHY	I	MANAGING DIRECTOR	NA	Control
KAUFMAN, WESLEY, BRENT	I	MANAGING DIRECTOR	NA	Control
KAUFMAN, WESLEY, BRENT	I	MANAGING DIRECTOR	NA	Control
KAUFMAN, WESLEY, BRENT	I	MANAGING DIRECTOR	NA	Control
KAUFMAN, WESLEY, BRENT	I	MANAGING DIRECTOR	NA	Control
KAUFMAN, WESLEY, BRENT	I	MANAGING DIRECTOR	NA	Control
KAUFMAN, WESLEY, BRENT	I	MANAGING DIRECTOR	NA	Control
KAUFMAN, WESLEY, BRENT	I	MANAGING DIRECTOR	NA	Control
KAUFMAN, WESLEY, BRENT	I	MANAGING DIRECTOR	NA	Control
KAUFMAN, WESLEY, BRENT	I	MANAGING DIRECTOR	NA	Control
KAUFMAN, WESLEY, BRENT	I	MANAGING DIRECTOR	NA	Control
KAUFMAN, WESLEY, BRENT	I	MANAGING DIRECTOR	NA	Control
KAUFMAN, WESLEY, BRENT	I	MANAGING DIRECTOR	NA	Control
KAUFMAN, WESLEY, BRENT	I	MANAGING DIRECTOR	NA	Control
KAUFMAN, WESLEY, BRENT	I	MANAGING DIRECTOR	NA	Control
KAUFMAN, WESLEY, BRENT	I	MANAGING DIRECTOR	NA	Control
KAUFMAN, WESLEY, BRENT	I	MANAGING DIRECTOR	NA	Control
KAUFMAN, WESLEY, BRENT	I	MANAGING DIRECTOR	NA	Control
MARTIN, EDWIN, SIDNEY	I	MANAGING DIRECTOR	NA	Control
MARTIN, EDWIN, SIDNEY	I	MANAGING DIRECTOR	NA	Control
MARTIN, EDWIN, SIDNEY	I	MANAGING DIRECTOR	NA	Control
MARTIN, EDWIN, SIDNEY	I	MANAGING DIRECTOR	NA	Control
MARTIN, EDWIN, SIDNEY	I	MANAGING DIRECTOR	NA	Control
MARTIN, EDWIN, SIDNEY	I	MANAGING DIRECTOR	NA	Control
MARTIN, EDWIN, SIDNEY	I	MANAGING DIRECTOR	NA	Control
MARTIN, EDWIN, SIDNEY	I	MANAGING DIRECTOR	NA	Control
MARTIN, EDWIN, SIDNEY	I	MANAGING DIRECTOR	NA	Control
MARTIN, EDWIN, SIDNEY	I	MANAGING DIRECTOR	NA	Control
MARTIN, EDWIN, SIDNEY	I	MANAGING DIRECTOR	NA	Control
MARTIN, EDWIN, SIDNEY	I	MANAGING DIRECTOR	NA	Control
MARTIN, EDWIN, SIDNEY	I	MANAGING DIRECTOR	NA	Control
MARTIN, EDWIN, SIDNEY	I	MANAGING DIRECTOR	NA	Control
MARTIN, EDWIN, SIDNEY	I	MANAGING DIRECTOR	NA	Control
MARTIN, EDWIN, SIDNEY	I	MANAGING DIRECTOR	NA	Control
MARTIN, EDWIN, SIDNEY	I	MANAGING DIRECTOR	NA	Control
MARTIN, EDWIN, SIDNEY	I	MANAGING DIRECTOR	NA	Control
E. SIDNEY MARTIN LLC	DE	OWNER	C
E. SIDNEY MARTIN LLC	DE	OWNER	C
E. SIDNEY MARTIN LLC	DE	OWNER	C
E. SIDNEY MARTIN LLC	DE	OWNER	C
E. SIDNEY MARTIN LLC	DE	OWNER	C
E. SIDNEY MARTIN LLC	DE	OWNER	C
E. SIDNEY MARTIN LLC	DE	OWNER	C
E. SIDNEY MARTIN LLC	DE	OWNER	C
E. SIDNEY MARTIN LLC	DE	OWNER	C
E. SIDNEY MARTIN LLC	DE	OWNER	C
E. SIDNEY MARTIN LLC	DE	OWNER	C
E. SIDNEY MARTIN LLC	DE	OWNER	C
E. SIDNEY MARTIN LLC	DE	OWNER	C
E. SIDNEY MARTIN LLC	DE	OWNER	C
E. SIDNEY MARTIN LLC	DE	OWNER	C
E. SIDNEY MARTIN LLC	DE	OWNER	C
E. SIDNEY MARTIN LLC	DE	OWNER	C
E. SIDNEY MARTIN LLC	DE	OWNER	C
STEPHEN T. CLARKE LLC	DE	OWNER	C
STEPHEN T. CLARKE LLC	DE	OWNER	C
STEPHEN T. CLARKE LLC	DE	OWNER	C
STEPHEN T. CLARKE LLC	DE	OWNER	C
STEPHEN T. CLARKE LLC	DE	OWNER	C
STEPHEN T. CLARKE LLC	DE	OWNER	C
STEPHEN T. CLARKE LLC	DE	OWNER	C
STEPHEN T. CLARKE LLC	DE	OWNER	C
STEPHEN T. CLARKE LLC	DE	OWNER	C
STEPHEN T. CLARKE LLC	DE	OWNER	C
STEPHEN T. CLARKE LLC	DE	OWNER	C
STEPHEN T. CLARKE LLC	DE	OWNER	C
STEPHEN T. CLARKE LLC	DE	OWNER	C
STEPHEN T. CLARKE LLC	DE	OWNER	C
STEPHEN T. CLARKE LLC	DE	OWNER	C
STEPHEN T. CLARKE LLC	DE	OWNER	C
STEPHEN T. CLARKE LLC	DE	OWNER	C
STEPHEN T. CLARKE LLC	DE	OWNER	C
WESLEY B. KAUFMAN LLC	DE	OWNER	C
WESLEY B. KAUFMAN LLC	DE	OWNER	C
WESLEY B. KAUFMAN LLC	DE	OWNER	C
WESLEY B. KAUFMAN LLC	DE	OWNER	C
WESLEY B. KAUFMAN LLC	DE	OWNER	C
WESLEY B. KAUFMAN LLC	DE	OWNER	C
WESLEY B. KAUFMAN LLC	DE	OWNER	C
WESLEY B. KAUFMAN LLC	DE	OWNER	C
WESLEY B. KAUFMAN LLC	DE	OWNER	C
WESLEY B. KAUFMAN LLC	DE	OWNER	C
WESLEY B. KAUFMAN LLC	DE	OWNER	C
WESLEY B. KAUFMAN LLC	DE	OWNER	C
WESLEY B. KAUFMAN LLC	DE	OWNER	C
WESLEY B. KAUFMAN LLC	DE	OWNER	C
WESLEY B. KAUFMAN LLC	DE	OWNER	C
WESLEY B. KAUFMAN LLC	DE	OWNER	C
GURLEY, BENJAMIN, FOWLER	I	MANAGING DIRECTOR	B
GURLEY, BENJAMIN, FOWLER	I	MANAGING DIRECTOR	B
KAUFMAN, WESLEY, BRENT	I	MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER	B	Control
WESLEY B. KAUFMAN LLC	DE	OWNER	B
WESLEY B. KAUFMAN LLC	DE	OWNER	B
GURLEY, BENJAMIN, FOWLER	I	DIRECTOR	A
GURLEY, BENJAMIN, FOWLER	I	DIRECTOR	A
GURLEY, BENJAMIN, FOWLER	I	DIRECTOR	A
GURLEY, BENJAMIN, FOWLER	I	DIRECTOR	A
GURLEY, BENJAMIN, FOWLER	I	DIRECTOR	A
GURLEY, BENJAMIN, FOWLER	I	DIRECTOR	A
GURLEY, BENJAMIN, FOWLER	I	DIRECTOR	A
GURLEY, BENJAMIN, FOWLER	I	DIRECTOR	A
GURLEY, BENJAMIN, FOWLER	I	DIRECTOR	A
GURLEY, BENJAMIN, FOWLER	I	DIRECTOR	A
GURLEY, BENJAMIN, FOWLER	I	DIRECTOR	A
GURLEY, BENJAMIN, FOWLER	I	DIRECTOR	A
GURLEY, BENJAMIN, FOWLER	I	DIRECTOR	A
GURLEY, BENJAMIN, FOWLER	I	DIRECTOR	A
GURLEY, BENJAMIN, FOWLER	I	DIRECTOR	A
GURLEY, BENJAMIN, FOWLER	I	DIRECTOR	A

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
CLARKE, STEPHEN, TIMOTHY	I	STEPHEN T. CLARKE LLC	E	Control
CLARKE, STEPHEN, TIMOTHY	I	STEPHEN T. CLARKE LLC	E	Control
CLARKE, STEPHEN, TIMOTHY	I	STEPHEN T. CLARKE LLC	E	Control
CLARKE, STEPHEN, TIMOTHY	I	STEPHEN T. CLARKE LLC	E	Control
CLARKE, STEPHEN, TIMOTHY	I	STEPHEN T. CLARKE LLC	E	Control
CLARKE, STEPHEN, TIMOTHY	I	STEPHEN T. CLARKE LLC	E	Control
CLARKE, STEPHEN, TIMOTHY	I	STEPHEN T. CLARKE LLC	E	Control
CLARKE, STEPHEN, TIMOTHY	I	STEPHEN T. CLARKE LLC	E	Control
CLARKE, STEPHEN, TIMOTHY	I	STEPHEN T. CLARKE LLC	E	Control
CLARKE, STEPHEN, TIMOTHY	I	STEPHEN T. CLARKE LLC	E	Control
CLARKE, STEPHEN, TIMOTHY	I	STEPHEN T. CLARKE LLC	E	Control
CLARKE, STEPHEN, TIMOTHY	I	STEPHEN T. CLARKE LLC	E	Control
CLARKE, STEPHEN, TIMOTHY	I	STEPHEN T. CLARKE LLC	E	Control
CLARKE, STEPHEN, TIMOTHY	I	STEPHEN T. CLARKE LLC	E	Control
CLARKE, STEPHEN, TIMOTHY	I	STEPHEN T. CLARKE LLC	E	Control
CLARKE, STEPHEN, TIMOTHY	I	STEPHEN T. CLARKE LLC	E	Control
KAUFMAN, WESLEY, BRENT	I	WESLEY B. KAUFMAN LLC	E	Control
KAUFMAN, WESLEY, BRENT	I	WESLEY B. KAUFMAN LLC	E	Control
KAUFMAN, WESLEY, BRENT	I	WESLEY B. KAUFMAN LLC	E	Control
KAUFMAN, WESLEY, BRENT	I	WESLEY B. KAUFMAN LLC	E	Control
KAUFMAN, WESLEY, BRENT	I	WESLEY B. KAUFMAN LLC	E	Control
KAUFMAN, WESLEY, BRENT	I	WESLEY B. KAUFMAN LLC	E	Control
KAUFMAN, WESLEY, BRENT	I	WESLEY B. KAUFMAN LLC	E	Control
KAUFMAN, WESLEY, BRENT	I	WESLEY B. KAUFMAN LLC	E	Control
KAUFMAN, WESLEY, BRENT	I	WESLEY B. KAUFMAN LLC	E	Control
KAUFMAN, WESLEY, BRENT	I	WESLEY B. KAUFMAN LLC	E	Control
KAUFMAN, WESLEY, BRENT	I	WESLEY B. KAUFMAN LLC	E	Control
KAUFMAN, WESLEY, BRENT	I	WESLEY B. KAUFMAN LLC	E	Control
KAUFMAN, WESLEY, BRENT	I	WESLEY B. KAUFMAN LLC	E	Control
KAUFMAN, WESLEY, BRENT	I	WESLEY B. KAUFMAN LLC	E	Control
KAUFMAN, WESLEY, BRENT	I	WESLEY B. KAUFMAN LLC	E	Control
KAUFMAN, WESLEY, BRENT	I	WESLEY B. KAUFMAN LLC	E	Control
MARTIN, EDWIN, SIDNEY	I	E. SIDNEY MARTIN LLC	E	Control
MARTIN, EDWIN, SIDNEY	I	E. SIDNEY MARTIN LLC	E	Control
MARTIN, EDWIN, SIDNEY	I	E. SIDNEY MARTIN LLC	E	Control
MARTIN, EDWIN, SIDNEY	I	E. SIDNEY MARTIN LLC	E	Control
MARTIN, EDWIN, SIDNEY	I	E. SIDNEY MARTIN LLC	E	Control
MARTIN, EDWIN, SIDNEY	I	E. SIDNEY MARTIN LLC	E	Control
MARTIN, EDWIN, SIDNEY	I	E. SIDNEY MARTIN LLC	E	Control
MARTIN, EDWIN, SIDNEY	I	E. SIDNEY MARTIN LLC	E	Control
MARTIN, EDWIN, SIDNEY	I	E. SIDNEY MARTIN LLC	E	Control
MARTIN, EDWIN, SIDNEY	I	E. SIDNEY MARTIN LLC	E	Control
MARTIN, EDWIN, SIDNEY	I	E. SIDNEY MARTIN LLC	E	Control
MARTIN, EDWIN, SIDNEY	I	E. SIDNEY MARTIN LLC	E	Control
MARTIN, EDWIN, SIDNEY	I	E. SIDNEY MARTIN LLC	E	Control
MARTIN, EDWIN, SIDNEY	I	E. SIDNEY MARTIN LLC	E	Control
MARTIN, EDWIN, SIDNEY	I	E. SIDNEY MARTIN LLC	E	Control
MARTIN, EDWIN, SIDNEY	I	E. SIDNEY MARTIN LLC	E	Control

Registrations

Federal

May 20, 2025 REGISTERED

Notice Filings (10)

CA FL LA MA NC PA SC TX VA WV

Address

9020 STONY POINT PARKWAY
SUITE 325
RICHMOND, VA 23235
United States

Phone: 804-269-8711