# Heartwood Wealth Advisors

> Mobile access to investment portfolio data for authorized clients. (iPhone/iPad app by Heartwood Wealth Advisors.)

- Source: https://appshunter.io/ios/app/heartwood-wealth-advisors/id1468938840 (this page in markdown: same URL + `.md`)
- Developer: [Heartwood Wealth Advisors](https://appshunter.io/developer/1468938839)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 12.4 · 139 MB
- Languages: English
- Released: 2019-06-27
- Data updated: 2026-06-22
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/heartwood-wealth-advisors/id1468938840/reviews.md

## What is Heartwood Wealth Advisors?

The Heartwood Wealth Advisors Mobile application enables authorized clients to access investment portfolio data in a simple, clean interface.

## Key features

- Investment portfolio access
- Simple interface
- Clean design
- Client-specific data


## Frequently asked questions about Heartwood Wealth Advisors

### What can I do with Heartwood Wealth Advisors?

Heartwood Wealth Advisors allows authorized clients to access and view their investment portfolio data through a simple and clean mobile interface.

### Is Heartwood Wealth Advisors free to use?

Yes, Heartwood Wealth Advisors is available for free download and use. It does not have any associated costs for its core functionality.

### What devices does Heartwood Wealth Advisors support?

Heartwood Wealth Advisors is compatible with iPhone, iPad, and iPod devices, offering a seamless experience across Apple's mobile ecosystem.

### How secure is Heartwood Wealth Advisors?

While specific security measures are not detailed, the app is designed for authorized clients to access sensitive investment data, implying robust security protocols are in place.

### When was Heartwood Wealth Advisors last updated?

The latest version of Heartwood Wealth Advisors was updated on June 13, 2026, indicating ongoing support and potential feature enhancements.

### What is the age rating for Heartwood Wealth Advisors?

Heartwood Wealth Advisors has an age rating of 4+, making it suitable for users of all ages who are authorized clients.

### Does Heartwood Wealth Advisors have ads?

No, Heartwood Wealth Advisors does not contain advertisements, providing an uninterrupted experience for users.

## Version history (last 5 releases)

### 1.96 — 2026-06-13

• Login Security Enhancements
• Performance Improvements
• Bug Fixes

### 1.95 — 2026-05-04

• User login enhancements
• Performance Enhancements
• Bug Fixes

### 1.94 — 2026-03-07

• User login enhancements
• Performance Enhancements
• Bug Fixes

### 1.93 — 2026-01-17

• Updated vault experience
• Performance Enhancements
• Bug Fixes

### 1.92.1 — 2025-12-22

• Performance Enhancements
• Bug Fixes

## Apps similar to Heartwood Wealth Advisors

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Composition Wealth Portal](https://appshunter.io/ios/app/composition-wealth-portal/id1516316083) | 5.0 (5) | Free | Finance |
| [Bloom Advisors Client Portal](https://appshunter.io/ios/app/bloom-advisors-client-portal/id1543049458) | 5.0 (1) | Free | Finance |
| [FamilyWealth™ Client](https://appshunter.io/ios/app/familywealth-client/id1523913615) | — | Free | Finance |
| [SmartPro Client Experience](https://appshunter.io/ios/app/smartpro-client-experience/id6464531508) | 5.0 (6) | Free | Finance |
| [XXI Wealth Client Portal](https://appshunter.io/ios/app/xxi-wealth-client-portal/id6736480617) | — | Free | Finance |
| [Tanglewood Wealth](https://appshunter.io/ios/app/tanglewood-wealth/id1555154502) | — | Free | Finance |

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-22.*