# Heartland Wealth Strategies LLC

> Heartland Wealth Strategies LLC is a state-registered investment advisory firm in Manhattan, KS, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 299051
- Filed as: HEARTLAND WEALTH STRATEGIES LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Manhattan, KS
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/299051
- AdvisorCensus page: https://advisorcensus.com/firm/heartland-wealth-strategies-llc-manhattan-ks-299051

## Quick answers

**How is Heartland Wealth Strategies LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Heartland Wealth Strategies LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Heartland Wealth Strategies LLC located?**
Heartland Wealth Strategies LLC's principal office is in Manhattan, KS, according to its Form ADV.

**Is Heartland Wealth Strategies LLC registered with the SEC or a state?**
Heartland Wealth Strategies LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 299051.

**How much does Heartland Wealth Strategies LLC manage?**
Heartland Wealth Strategies LLC reports $59,020,164 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

**What types of clients does Heartland Wealth Strategies LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (115); high net worth individuals (59).

**Does Heartland Wealth Strategies LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/299051

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $59,020,164
- Discretionary: $59,020,164
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 115 | $15,209,447 |
| High net worth individuals | 59 | $43,810,717 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | Not reported | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KS
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- heartlandwealthstrategies.com
- Facebook @heartlandwealthstrategies

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Heartland Wealth Strategies LLC (CRD 299051): Form ADV filing data as of October 2026.