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HEARTWOOD PARTNERS, LLC

NORWALK, CT · CRD 313052 · IAPD ↗ · 203-625-0770

$1.36BRegulatory AUM
22Advisory reps
27Employees
0Clients
n/aPlanning clients
18Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
April 2024 — HEARTWOOD PARTNERS, LLC crossed $1B in regulatory AUM ($462.3M -> $1.43B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.