# Heron Wealth

Heron Wealth is a Bank / Wealth / Trust based in New York, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 1995
- **Assets under management:** Undisclosed
- **Website:** heronwealth.com
- **LinkedIn:** https://www.linkedin.com/company/heron-wealth

## Regulatory record

- **CRD number:** 339109
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/339109

## About

Heron Wealth was established in 1995 and is headquartered in New York. The firm operates as a wealth manager, advising individuals, families, trusts, pension plans, and small businesses on investment strategy, financial planning, and risk management. Public details on its founding principals and the origin of its client capital are limited. The firm's advisory services span portfolio management, retirement planning, estate planning, and executive compensation strategies. Heron Wealth's website describes a comprehensive planning process built around each client's specific goals. The firm's current asset base and geographic reach beyond New York are not publicly disclosed. Team listings on the firm's site include roles such as Managing Director, Senior Vice President, Vice President of Investments, and Advisor Associates. The firm's domain points to a development site launched in mid-2023, and its primary web presence currently redirects to Wealthspire, an integrated wealth management platform. The nature of Heron Wealth's relationship with Wealthspire — whether a merger, acquisition, or rebranding — is not publicly detailed. The firm's structural differentiator appears to lie in its embedded planning-first model, where financial planning drives investment decisions rather than the reverse. This architecture is common among independent RIAs but distinct from transaction-focused broker-dealers. The succession and integration with Wealthspire remain the key open questions about the firm's future construct.

## Questions

### What is Heron Wealth's relationship with Wealthspire?

Heron Wealth's website currently redirects to Wealthspire, an integrated wealth management platform. The precise nature of the relationship — such as a merger, acquisition, or rebrand — has not been explicitly detailed in public disclosures by either firm.

### What services does Heron Wealth provide?

Heron Wealth advises on portfolio management, financial planning, retirement advisory, estate planning, executive compensation, and business sale and succession. The firm states that each client engagement begins with a comprehensive financial plan.

### Who are the key investment decision-makers at Heron Wealth?

The firm's website lists team titles such as Managing Director and Senior Vice President but does not name specific individuals leading investment decisions. No named principals are identified in available public materials.

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Last updated: 2026-07-06T01:24:18.195Z

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