HEARTWOOD WEALTH ADVISORS, LLC

CRD 300273File 801-114721

APPROVED

Retail clients

Custody

Filing as of Apr 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.55B

Above cohort median (national)

Discretionary AUM

$1.41B

Non-discretionary $139.9M

Clients

574

1,897 accounts

Employees

Top 25% of cohort in VA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: Feb 21, 2019
Principal office: 9020 STONY POINT PARKWAY, SUITE 325, RICHMOND, VA, 23235
Phone: 804-269-8711
Website: https://heartwoodva.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.55B
Discretionary AUM: $1.41B
Non-discretionary AUM: $139.9M
Discretionary accounts: 1,348
Non-discretionary accounts: 549
Total accounts: 1,897
AUM per client: $2.7M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$3.5M
High net worth individuals	566	$1.43B
Pension and profit sharing plans	6	$112.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.