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HEARTWOOD FINANCIAL SERVICES LLC

Advisory

FL

Data as of Jan 28, 2026 · Source: SEC Form ADV

Rank in FL

#1,394

of 2,610 advisers by AUM

Average account

$1M

across 73 accounts

AUM per adviser

$83M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 28, 2026.

Total AUM

$83M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$83M

Discretionary AUM$83M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients68

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

68 clients

26 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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PATTERSON INVESTMENTS, INC.

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CONTRAST CAPITAL MANAGEMENT, LLC

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