Wesley Brent Kaufman
Managing Director/Chief Compliance OfficerHeartwood Wealth Advisors, LLCCRD 2564193
About Wesley Brent Kaufman
Wesley Brent Kaufman is listed as Managing Director/Chief Compliance Officer at Heartwood Wealth Advisors, LLC in Richmond, VA. Form ADV reports a beneficial ownership band of Under 5%. Wesley Brent Kaufman is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Heartwood Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Wesley Brent Kaufman work?
Wesley Brent Kaufman is listed as Managing Director/Chief Compliance Officer at Heartwood Wealth Advisors, LLC on SEC Form ADV.
How much of Heartwood Wealth Advisors, LLC does Wesley Brent Kaufman own?
Form ADV reports a beneficial ownership band of Under 5%.
Heartwood Wealth Advisors, LLC
| Title | Managing Director/Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2019 |
Heartwood Wealth Advisors, LLC
| Title | Owner |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2013 |