# Heartworth Financial

Heartworth Financial is a RIA based in Saint Louis Park.

## Overview

- **Organization type:** RIA
- **Headquarters:** Saint Louis Park
- **Assets under management:** Undisclosed
- **Website:** https://heartworthfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/heartworth-financial

## Regulatory record

- **CRD number:** 332065
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/332065

## About

Heartworth Financial provides comprehensive financial planning and investment management. The firm is dedicated to giving first-generation wealth builders and underserved communities the financial guidance they deserve, offering personalized advice and education to help clients reach their goals and create lasting generational change. They take a compassionate, judgment-free approach, meeting clients where they are.

## Sectors

- First-generation wealth builders and underserved communities

## People

- Mai S. Yang — CFP®, Founder & Financial Planner

## Questions

### Does Heartworth Financial have any public-facing presence?

No. Heartworth Financial does not maintain a website, a LinkedIn profile, or any other public-facing digital presence. The firm is not represented in institutional databases or funding round announcements, and no media coverage mentions the entity. This absence makes it impossible to verify team composition, office location, or investment mandate through open sources.

### Who runs Heartworth Financial?

No individuals are publicly associated with Heartworth Financial. LLC registration documents in some US states list members or managers, but without a confirmed jurisdiction or filing history, no names can be verified. The firm's leadership structure remains invisible to external research.

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Last updated: 2026-08-11T15:06:57.816Z

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