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Heartwood Wealth Advisors

RICHMOND, VA
CRD: 300273
In PWD coverage since September 29, 2026 · 4 stories
$1.5BRegulatory AUMSEC Form ADV · Oct 3
13EmployeesForm ADV
2Deals on our tracker
Deal recordFull tracker →
Sep 30, 26Deal announcedWaverly Advisors · $1.7B — coverage
Sep 28, 26Deal announcedWaverly Advisors · $1.7B — coverage
PWD coverage
M&A

Nuveen closes Schroders deal without disclosing price or cost savings; 12-to-18-month separation planned

The combined manager holds $2.6 trillion in assets, and the release claims top-ten positions in active equities, fixed income and private markets.
move · Sep 29Most remaining Wells producing managers told to pick clients or management
Deals & PE · Sep 29Canyon and Castlelake file zero-sold credit funds as Nscale SPV sells $2.5M
M&A · Sep 29Waverly to buy a $1.7B Richmond RIA, its 36th deal since Aspire's 2021 stake
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