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Company profile

Heartwood Wealth Advisors

Heartwood Wealth Advisors offers wealth management, financial planning and advisory services.

Location
Richmond, Virginia, United States
Website
heartwoodva.com

Funding

No round listed

This company does not appear in the current investment-round dataset.

Acquisition

Acquired by Waverly Advisors

Deal value
Undisclosed
Announced
Sep 29, 2026