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Heron Wealth

EST. AUM
$433,024,459

CONTACTS
4

CLIENT ACCOUNTS
1,427

Firm Details

Metro area New York City
CRD Number 146012
Website wealthspire.com
Client types

Overview

Heron Wealth, a New York City-based, independent wealth advisory firm, was acquired by Wealthspire. For successful executives, business owners, or rising professionals, the firm's experienced wealth advisors provide guidance on financial planning and investment management. They counsel clients on saving for major purchases like a home, budgeting for children's education, or planning for retirement. In managing investment accounts, they balance investment risk with long-term returns and tax-efficiency. Founded by President David Edwards in 1996, Heron Wealth provides financial planning, investment advice, and estate planning services to 130 families living in the United States, Europe, and Latin America, and currently manages $375 million in client assets.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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