Heron Wealth LLC
RIAState Registered
Total AUM
$16.9M
Discretionary
$16.9M
100% of AUM
Avg account
$2.4M
Accounts
7
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 339109
- Custodians
- INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Heron Wealth LLC is an individually owned limited liability company registered in North Carolina that provides financial planning and portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM, hourly, and fixed fees, and the filing indicates it does not operate as a capital allocator to external managers. Heron Wealth identifies as an active ESG investor and manages client relationships on a state-focused basis rather than as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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