HEARTWOOD WEALTH ADVISORS

1 known alias resolved via the canonical alias map

Market position · 2024

Plans served1Rank #7283 of mapped providers

Assets under administration$85M0.0%Market share · rank #7498

Fees received$120,793Median $120,793/planSum across Schedule C direct + indirect

Net wins YoY+00 won · 0 lostPlan-level switch detection

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