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  2. Heartwood Wealth Advisors, LLC

Filings through Oct 24, 2026.

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Heartwood Wealth Advisors, LLC

EIN 46-1418604-investment management-Latest filing 2025
Plans
1
Retirement
1
$1.8M assets
Welfare
0
Participants
12
9020 STONY POINT PARKWAY, SUITE 325 - RICHMOND, VA 23235804-269-8710heartwoodva.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filing
#001401(k)-$1.8M - 12 part

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Retirement#001

HEARTWOOD WEALTH ADVISORS, LLC 401(K) PLAN

401(k)

Assets$1.8M
Participants12
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HEARTWOOD WEALTH ADVISORS, LLC 401(K) PLAN401(k)$1.8M122025
Retirement plans
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