HEARTWOOD WEALTH ADVISORS, LLC of RICHMOND, VA is an SEC-registered investment adviser (CRD 300273). Regulatory assets under management: $1.5B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| 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 | — |