HEARTWOOD WEALTH ADVISORS, LLC
Full Contact Details
HEARTWOOD WEALTH ADVISORS, LLC
9020 STONY POINT PARKWAY, SUITE 225, RICHMOND, VA
804-269-8711
Other Info
HEARTWOOD WEALTH ADVISORS, LLC is a Virginia-based Limited Liability Company with eight expert advisors among its nine employees. Though the number of clients they serve is unknown, Heartwood has earned SEC approval for 120 days starting Feb 21, 2019, allowing them to continue providing professional financial advisory services.
Heartwood Wealth Advisors | We take to heart what matters most to you
Home Services Experience Heartwood Experience Content Library Team Tax Contact Client Portal 3 Heartwood Wealth Advisors The possibilities are endless…Let us help you get there. “We founded Heartwood Wealth Advisors to break from the traditional, Wall Street model and focus on personalized servi…
Direct Owners
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ANITA KEYSER BOST
CHIEF COMPLIANCE OFFICER owns less than 5%
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BENJAMIN FOWLER GURLEY
DIRECTOR owns more than 5% but less than 10%
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E. SIDNEY MARTIN LLC
OWNER owns more than 25% but less than 50%
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EDWIN SIDNEY MARTIN
MANAGING DIRECTOR owns less than 5%
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STEPHEN T. CLARKE LLC
OWNER owns more than 25% but less than 50%
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STEPHEN TIMOTHY CLARKE
MANAGING DIRECTOR owns less than 5%
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WESLEY B. KAUFMAN LLC
OWNER owns more than 25% but less than 50%
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WESLEY BRENT KAUFMAN
MANAGING DIRECTOR owns less than 5%
Indirect Owners
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EDWIN SIDNEY MARTIN
OWNER owns 75% or more
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STEPHEN TIMOTHY CLARKE
OWNER owns 75% or more
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WESLEY BRENT KAUFMAN
OWNER owns 75% or more