# HEARTWOOD WEALTH ADVISORS, LLC

HEARTWOOD WEALTH ADVISORS, LLC of RICHMOND, VA is an SEC-registered investment adviser.

## Registration

- CRD: 300273
- Type: SEC-registered investment adviser
- SEC file number: 801-114721
- Location: 9020 STONY POINT PARKWAY, SUITE 325, RICHMOND, VA, 23235
- Phone: 804-269-8711
- Latest filing: 2026-04-30
- Regulatory AUM: $1.5B
- Discretionary AUM: $1.4B
- Non-discretionary AUM: $139.9M
- Clients: 13
- Accounts: 1,897

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Edwin Sidney Martin | MANAGING DIRECTOR; OWNER | — |
| Wesley Brent Kaufman | MANAGING DIRECTOR; MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER; OWNER | — |
| Stephen Timothy Clarke | MANAGING DIRECTOR; OWNER | — |
| Benjamin Fowler Gurley | MANAGING DIRECTOR | — |
| Anita Keyser Bost | CHIEF COMPLIANCE OFFICER | — |
| MARTIN EDWIN SIDNEY | MANAGING DIRECTOR; OWNER | — |
| KAUFMAN WESLEY BRENT | MANAGING DIRECTOR; OWNER | — |
| CLARKE STEPHEN TIMOTHY | MANAGING DIRECTOR; OWNER | — |
| BOST ANITA KEYSER | CHIEF COMPLIANCE OFFICER | — |
| GURLEY BENJAMIN FOWLER | DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/300273/brochure
- Similar advisers: https://search.stillhousedata.com/firm/300273/similar
- Related entities: https://search.stillhousedata.com/firm/300273/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/300273

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.