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- Custodian
- Fidelity/NFS · John Hancock · Pershing
- Clients
- Retail and Institutional
- Platforms
- Capital signalMomentum pioneer +more
- Established Date
- 02-21-2019
- Office Locations
- 1
Office Locations
About Heartwood Wealth Advisors, LLC
Heartwood Wealth Advisors is a Richmond, VA RIA serving individuals, families, and business owners with complex financial needs. The firm provides integrated wealth management spanning asset management, financial planning, tax planning and preparation, trust and estate advisory, insurance, lending, philanthropy, business advisory, and family office services. Portfolios are ETF-centric (majority of assets). New clients require a $2M minimum.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BENJAMIN FOWLER GURLEY
MANAGING DIRECTOR
- CRD
- #6531042
- Ownership
- 10% but less than 25%
STEPHEN TIMOTHY CLARKE
MANAGING DIRECTOR, Wealth Advisor
- CRD
- #2701620
- Ownership
- Less than 5%
Matrix oak
Ridge legacy signal
- CRD
- #87500
- Ownership
- 49.0%
Showing 2 of 4 owners & executives
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BRIAN M CANN
Wealth Advisor
- CRD
- #1369285
SARAH FERGUSON HARRIS
Wealth Advisor
- CRD
- #4401414
Foundation pioneer
Quantum north
- CRD
- #23777
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,408,673,029 | $1,045,010 |
| Non-Discretionary | $139,934,395 | $254,890 |
| Total | $1,548,607,424 | $816,346 |
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Separately Managed Accounts
Total SMA Asset: $1,548,607,424
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $520,371,717 | 9.2% |
| Public Funds | $2,573,577,512 | 45.5% |
| Cash | $2,562,265,082 | 45.3% |
| Total | $5,656,214,311 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| NORTH INSIGHT | GLACIER OPTIMA | M3VWT54OQ | FVGQP | 8.80% | $14,196,533 |
| VITAL OAK OPTIMA | PRIME VERTEX | DIUACE3BH | UFJGI | 11.91% | $88,027,711 |
| VERTEX WAVE | NORTH LEGACY | 19IRH1N4O | OWKW | 6.46% | $109,252,412 |
| FRONTIER BRIDGE CATALYST | OAK FRONTIER | J4FRBD7PS | XGK | 12.08% | $119,408,977 |
| RADIAL RIDGE DELTA | WAVE VITAL | 0ZDWOB1UG | PIR | 10.09% | $69,202,599 |
| ZENITH EMBER | PRIME VERTEX | UP9WUVIPQ | WKS | 11.10% | $105,655,980 |
| ATLAS VERTEX | FOUNDATION ATLAS | 786JLLR24 | FAKV | 3.42% | $69,995,594 |
| LEGACY MERIDIAN ZENITH | LEGACY OPTIMA | BHUUT6AAU | YBSV | 6.71% | $41,412,359 |