0001794935-23-000004.txt : 20230414
0001794935-23-000004.hdr.sgml : 20230414
20230414111331
ACCESSION NUMBER: 0001794935-23-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230331
FILED AS OF DATE: 20230414
DATE AS OF CHANGE: 20230414
EFFECTIVENESS DATE: 20230414
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Heartwood Wealth Advisors LLC
CENTRAL INDEX KEY: 0001794935
IRS NUMBER: 461418604
STATE OF INCORPORATION: VA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-19722
FILM NUMBER: 23820194
BUSINESS ADDRESS:
STREET 1: 9020 STONY POINT PKWY STE 225
CITY: RICHMOND
STATE: VA
ZIP: 23235
BUSINESS PHONE: 8042698711
MAIL ADDRESS:
STREET 1: 9020 STONY POINT PKWY STE 225
CITY: RICHMOND
STATE: VA
ZIP: 23235
13F-HR
1
primary_doc.xml
X0202
13F-HR
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0001794935
XXXXXXXX
03-31-2023
03-31-2023
Heartwood Wealth Advisors LLC
9020 STONY POINT PKWY STE 225
RICHMOND
VA
23235
13F HOLDINGS REPORT
028-19722
000300273
N
Anita K Bost
Chief Compliance Officer
804-269-8710
Anita K Bost
Richmond
VA
04-14-2023
0
133
670978878
false
INFORMATION TABLE
2
ASSETS.xml
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