Heartwood Wealth Advisors, LLC

CRD 300273 · Richmond, VA · $1.5B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 300273
SEC number: 801-114721
Firm type: RIA
Assets under management: $1.5B as of Apr 30, 2026
Website: heartwoodva.com ↗
Phone: 804-269-8711
Address: 9020 Stony Point Parkway, Richmond, VA, 23235

Advisors at this firm

9 in our index · page 1 of 1

Brian M CannCRD 1369285 · Richmond, VA

IA Registered
Stephen Timothy ClarkeCRD 2701620 · Richmond, VA

IA RegisteredRegistration inactive
Benjamin Fowler GurleyCRD 6531042 · Richmond, VA

IA RegisteredBroker
Sarah Ferguson HarrisCRD 4401414 · Richmond, VA

IA Registered
Wesley Brent KaufmanCRD 2564193 · Richmond, VA

IA RegisteredRegistration inactive

Disclosure event(s) on record
Edwin Sidney MartinCRD 2867302 · Richmond, VA

IA RegisteredRegistration inactive
Tricia Hunter MusticoCRD 4922815 · Richmond, VA

IA RegisteredRegistration inactive
Susan Musselman NorfleetCRD 7487979 · Richmond, VA

IA Registered
Kathryn Jefferson PruittCRD 4676801 · Richmond, VA

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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