Heron Wealth
Finance · New York, United States · 1-10 Employees
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Overview
Headquarters
12 E 49th St Fl 18, New York City, New Y...Phone Number
(347) 580-5280Website
www.heronwealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
2
1
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About Heron Wealth
Heron Wealth is a New York City-based wealth advisory firm providing financial planning, investment advice and tax & estate planning services to clients. Founded by President David Edwards in 1996, Heron Wealth currently manages $360 million in client assets.Explore more
Heron Wealth Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
$21.5M
11-50
Private
<$5M
1980
MS
Matthew SaneholtzPresident & Certified Financial Planner & Professional
Company Profile Activity
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Heron Wealth is experiencing very low activity levels compared to other companies in the Finance sector.
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Heron Wealth Tech Stack
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Heron Wealth News & Media
Wealthspire Advisors to Acquire Heron Wealth, a New York City-Based Wealth Management Firm
Acquisition strengthens Wealthspire's Northeast footprint NEW YORK, March 23, 2023 /PRNewswire/ -- Wealthspire Advisors LLC, an NFP company and independent investment adviser, today announced a signed agreement to purchase Heron Financial Group, LLC dba Heron Wealth, a New York City-based...Heron Wealth Recognized by Citywire RIA Magazine as 'Future 50' Financial Advisory Firm to Watch
NEW YORK, Oct. 17, 2019 /PRNewswire/ -- Heron Wealth, an SEC Registered Investment Advisor based in New York City, was named to Citywire's 2019 inaugural list of RIA Future 50. At a special gathering in Austin earlier this month, Citywire recognized fifty firms that best represent its...Heron Wealth Recognized by Citywire RIA Magazine as 'Future 50' Financial Advisory Firm to Watch
New York, Fee-Only Wealth Management Firm Named to Elite List of Fiduciary Investment Advisors
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Heron Wealth is a New York City-based wealth advisory firm providing financial planning, investment advice and tax & estate planning services to clients. Founded by President David Edwards in 1996, Heron Wealth currently manages $360 million in client assets.... Read More
