Wesley B. Kaufman LLC
OwnerHeartwood Wealth Advisors, LLC
About Wesley B. Kaufman LLC
Wesley B. Kaufman LLC is listed as Owner at Heartwood Wealth Advisors, LLC in Richmond, VA. Form ADV reports a beneficial ownership band of 10-25%.
Reported ownership
Owns 10-25% of Heartwood Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Wesley B. Kaufman LLC work?
Wesley B. Kaufman LLC is listed as Owner at Heartwood Wealth Advisors, LLC on SEC Form ADV.
How much of Heartwood Wealth Advisors, LLC does Wesley B. Kaufman LLC own?
Form ADV reports a beneficial ownership band of 10-25%.
Heartwood Wealth Advisors, LLC
| Title | Owner |
| Ownership | 10-25% |
| Control person | No |
| Since | 2019 |