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Acquiring Company
Waverly Advisors
Acquired Company
Heartwood Wealth Advisors
BirminghamRichmondFinancial ServicesFinanceFinancial ServicesFinanceDescription
Waverly Advisors, a registered investment adviser, has successfully acquired Heartwood Wealth Advisors. This acquisition allows Waverly to expand its wealth management services and enhance its portfolio management capabilities.
Fundz sees it the moment Waverly Advisors makes an acquisition, hires an exec or expands, usually minutes after it happens, and tells you who to reach.
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Frequently asked
Who acquired Heartwood Wealth Advisors?
Heartwood Wealth Advisors was acquired by Waverly Advisors, based in Birmingham. The deal was reported on September 29, 2026. Waverly Advisors is privately held and operates in Financial Services.
When did Waverly Advisors acquire Heartwood Wealth Advisors?
Waverly Advisors's acquisition of Heartwood Wealth Advisors was reported on September 29, 2026. Waverly Advisors, a registered investment adviser, has successfully acquired Heartwood Wealth Advisors. This acquisition allows Waverly to expand its wealth management services and enhance its portfolio management capabilities. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Heartwood Wealth Advisors do?
Heartwood Wealth Advisors is a wealth management firm with approximately $1.7 billion in assets under management. They focus on providing personalized investment strategies and financial advice. It is privately held, operating in Financial Services, and is based in Richmond.
This company was part of an acquisition. Fundz tracks who bought whom, and who to call on both sides.
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