Heartwood Wealth Advisors, LLC

Richmond, VA

Virginia

Registered In

11/16/2012

Incorp. Date

Company Summary

Heartwood Wealth Advisors, LLC at 9020 Stony Point Pkwy, Richmond, Va 23236 lists Freed & Shepherd P.C. of Richmond, VA.

Overview

Registered In

Virginia

Incorporation Date

11/16/2012

Company Type

Llc

Status

Active

Registration Type

Domestic

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People

Freed & Shepherd P.C. Registered Agent

9030 STONY POINT PKWY STE 400, RICHMOND, VA 23235

Showing current associates only (1 of 2 total associates). Create a free account to see the full associate history

Map & Locations

9020 STONY POINT PKWY, RICHMOND, VA 23236 View Map

Financials

Financial Information for Heartwood Wealth Advisors, LLC

Form 5500

HEARTWOOD WEALTH ADVISORS, LLC

9020 Stony Point Parkway Suite 225, Richmond, Va 23235 (804) 269-8710 EIN:46-1418604 Plan Admin:Edwin Sidney Martin, III

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameHEARTWOOD WEALTH ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY10 / 13 Assets BOY/EOY$406,485 / $809,659	2023	HEARTWOOD WEALTH ADVISORS, LLC 401(K) PLAN - Plan #001	10 / 13	$406,485 / $809,659
2022	Plan NameHEARTWOOD WEALTH ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY10 / 11 Assets BOY/EOY$226,099 / $406,485	2022	HEARTWOOD WEALTH ADVISORS, LLC 401(K) PLAN - Plan #001	10 / 11	$226,099 / $406,485
2021	Plan NameHEARTWOOD WEALTH ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$0 / $226,099	2021	HEARTWOOD WEALTH ADVISORS, LLC 401(K) PLAN - Plan #001	9 / 9	$0 / $226,099

Benefit & Retirement Plans based on Form 5500.

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Sources

The following government agencies have contributed data:

• Commonwealth of Virginia State Corporation Commission (SCC) • U.S. Department of Labor