{"url":"https://nivawealth.com/firms/heartwood-wealth-advisors-300273","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/300273","regulatoryAum":1548607424,"crd":"300273","history":[{"filedOn":"2021-03-29","regulatoryAum":881231856,"clients":429,"employees":9,"offices":1},{"filedOn":"2022-02-01","regulatoryAum":1005565944,"clients":477,"employees":11,"offices":1},{"filedOn":"2023-02-17","regulatoryAum":982801382,"clients":520,"employees":13,"offices":1},{"filedOn":"2024-02-29","regulatoryAum":1125175360,"clients":528,"employees":13,"offices":1},{"filedOn":"2025-05-20","regulatoryAum":1302509037,"clients":541,"employees":13,"offices":1},{"filedOn":"2026-04-30","regulatoryAum":1548607424,"clients":574,"employees":13,"offices":1}],"secFileNumber":"801-114721","legalName":"Heartwood Wealth Advisors, LLC","displayName":"Heartwood Wealth Advisors","slug":"heartwood-wealth-advisors-300273","website":"https://heartwoodva.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":"2013","organization":"Virginia limited liability company","fiscalYearEnd":"December","headquarters":{"street":"9020 Stony Point Parkway, Suite 325","city":"Richmond","state":"VA","stateName":"Virginia","country":"United States","postalCode":"23235"},"tradeNames":[],"registration":{"secApproved":"21 February 2019","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":2530249.074204947,"staff":{"employees":13,"advisory":10,"brokerDealerReps":1,"insuranceAgents":1,"promoters":0},"aum":{"regulatory":1548607424,"discretionary":1408673029,"discretionaryAccounts":1348,"nonDiscretionary":139934395,"nonDiscretionaryAccounts":549,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"High-net-worth individuals","clients":566,"regulatoryAum":1432120976},{"label":"Pension and profit-sharing plans","clients":6,"regulatoryAum":112939693},{"label":"Charitable organizations","clients":2,"fewerThan5":true,"regulatoryAum":3546755}],"feePrograms":[{"role":"main","program":"Portfolio Management Service Fees","feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006927","versionId":1006927,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-04-30","documentName":"FIRM ADVISORY BROCHURE","fee_rate_low":null,"fee_rate_high":1.5,"fee_negotiable":null,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial planning and consulting","summary":"Financial planning and consulting fees are fixed fees agreed beforehand, based on the complexity and scope of the services.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006927","versionId":1006927,"submittedOn":"2026-04-30","documentName":"FIRM ADVISORY BROCHURE"},{"role":"other","program":"Income tax return preparation and filing","summary":"Income tax return preparation and filing is charged a predetermined annual fee based on the scope of the work, deducted from the client’s investment account.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006927","versionId":1006927,"submittedOn":"2026-04-30","documentName":"FIRM ADVISORY BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T05:26:26.429006+00:00","documents":[{"name":"FIRM ADVISORY BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006927","versionId":1006927,"submittedOn":"2026-04-30"}]},"custodians":[],"custodyNote":"Heartwood Wealth Advisors has custody of client assets.","leadership":[{"name":"Wesley Kaufman","title":"Managing Director/Chief Compliance Officer","crd":"2564193"},{"name":"Stephen Clarke","title":"Managing Director","crd":"2701620"},{"name":"Benjamin Gurley","title":"Managing Director","crd":"6531042"},{"name":"Edwin Martin","title":"Managing Director","crd":"2867302"}],"ownership":[{"label":"Benjamin Gurley","detail":"Managing director in the 10% to 25% ownership band, since January 2019."},{"label":"E. 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Clarke LLC"}],"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Virginia","offices":1,"addresses":[{"street":"9020 Stony Point Parkway, Suite 325","city":"Richmond","headquarters":true}]}],"brochureServices":["estate planning","insurance","philanthropic planning","tax planning","tax preparation"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"804-269-8711","stateRegisteredReps":10,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services","Selection of other advisers (including private fund managers)","Educational seminars/workshops"],"financialPlanningClients":"101-250","assetMix":[{"label":"Exchange-traded equity securities","percent":61},{"label":"Securities issued by registered investment companies or business development companies","percent":29},{"label":"Cash and cash equivalents","percent":10}],"privateFunds":0},"sources":{"adv1FilingDate":"30 April 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/300273/PDF/300273.pdf","brochureDate":"30 April 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006927","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Heartwood Wealth Advisors have?","answer":"Heartwood Wealth Advisors has 574 clients and manages $1.55 billion for them, as of April 2026. They include 566 high-net-worth individuals, 6 pension and profit-sharing plans, and 2 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 April 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Heartwood Wealth Advisors offer?","answer":"Heartwood Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, educational seminars, estate planning, insurance, philanthropic planning, tax planning, and tax preparation.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Heartwood Wealth Advisors charge?","answer":"Heartwood Wealth Advisors charges up to 1.50% a year for its Portfolio Management Service Fees. The fee is billed in advance.","source":"FIRM ADVISORY BROCHURE, filed 30 April 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"How many financial advisors does Heartwood Wealth Advisors have?","answer":"Heartwood Wealth Advisors has 10 investment adviser representatives registered with state securities authorities, out of 13 employees, and 10 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Heartwood Wealth Advisors invest in?","answer":"At the end of its last fiscal year, Heartwood Wealth Advisors’ separately managed accounts held 61% exchange-traded equities, 29% registered funds (mutual funds, ETFs, BDCs) and 10% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Heartwood Wealth Advisors?","answer":"Heartwood Wealth Advisors is owned through holding companies by Edwin Martin, Wesley Kaufman and Stephen Clarke. Its direct owners are Benjamin Gurley, E. Sidney Martin LLC, Stephen T. Clarke LLC and Wesley B. Kaufman LLC, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 30 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Heartwood Wealth Advisors get paid?","answer":"Heartwood Wealth Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Heartwood Wealth Advisors registered with the SEC?","answer":"Yes, Heartwood Wealth Advisors has been registered with the SEC as an investment adviser since 21 February 2019. Its CRD number is 300273 and its SEC file number is 801-114721.","source":"Form ADV Part 1A, Item 1, filed 30 April 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Heartwood Wealth Advisors?","answer":"Heartwood Wealth Advisors’ main office is at 9020 Stony Point Parkway, Suite 325, Richmond, VA 23235. Its phone number is 804-269-8711. Its website is heartwoodva.com.","source":"Form ADV Part 1A, Item 1.F, filed 30 April 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/heartwood-wealth-advisors-300273/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-17","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1794935/000179493526000012/0001794935-26-000012-index.html","totalValue":1287647708,"positionCount":227,"top10Share":0.48185644966798635,"top10":[{"issuer":"VANGUARD LARGE-CAP ETF","titleOfClass":"ETF","cusip":"922908637","value":129690868,"shares":377107,"shareType":"SH","priorValue":108944871,"priorShares":364547},{"issuer":"VANGUARD SMALL-CAP ETF","titleOfClass":"ETF","cusip":"922908751","value":116189533,"shares":383312,"shareType":"SH","priorValue":97207155,"priorShares":371133},{"issuer":"VANGUARD FTSE DEVELOPED MARKETS 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}