Heartwood Wealth Advisors, LLC
● SEC registered since 2019CRD 300273SEC# 801-114721Richmond, VA
Reg. AUM
$1.55B
Employees
13
Accounts
1,897
Location
Richmond, VA
Heartwood Wealth Advisors, LLC assets under management
Heartwood Wealth Advisors, LLC is an investment advisory firm registered with the SEC based in Richmond, VA. The firm has been registered since 2019. It reports $1.5 billion in regulatory assets under management and employs 13 people.
Heartwood Wealth Advisors, LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin Fowler Gurley | Managing Director | 10-25% | 2019 |
| E. Sidney Martin LLC | Owner | 25-50% | 2019 |
| Edwin Sidney Martin Control | Managing Director | Under 5% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Heartwood Wealth Advisors, LLC manage?
Heartwood Wealth Advisors, LLC reports $1.5 billion in regulatory assets under management on its Form ADV.
How many employees does Heartwood Wealth Advisors, LLC have?
Heartwood Wealth Advisors, LLC reports 13 employees.
Where is Heartwood Wealth Advisors, LLC located?
Heartwood Wealth Advisors, LLC is based in Richmond, VA and has been SEC-registered since 2019.
Does Heartwood Wealth Advisors, LLC disclose fund performance?
Heartwood Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9020 Stony Point Parkway, Suite 325, Richmond, VA 23235 |
| Phone | 804-269-8711 |
| Fax | 804-323-7130 |
| Office hours | 8:30a.m.- 4:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.55B▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 26%
Larger than 74% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$1.55Bregulatory AUM
Discretionary $1.41BNon-discretionary $139.9M