Heartwood Wealth Advisors, LLC

Overview

Heartwood Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC and first registered with the SEC in 2019. The firm serves both individuals/families and institutional clients and positions itself as a capital allocator, sourcing third-party managers alongside providing in-house portfolio management and financial planning. Core advisory services listed in filings include financial planning, portfolio management for individuals and small businesses, pension consulting, selection of other advisers, and educational workshops. The firm’s billing mixes asset-based fees with hourly and fixed-fee arrangements, allowing flexibility across client types and engagement scopes. Filings indicate Heartwood is not an active ESG investor and does not operate as a multistate adviser in the sense defined on its ADV. It also reports acting as a selector of external managers, which aligns with its role allocating client capital into third-party alternative strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices