Heron Wealth LLC

Overview

Heron Wealth LLC is a small, owner-operated limited liability company that provides financial planning and discretionary portfolio management to individuals and small businesses. The firm charges a mix of fee structures — percentage of assets under management, hourly fees, and fixed fees — and describes itself as an active ESG investor. Heron Wealth does not present itself as a multi-state or pension-focused adviser; its public profile positions it as a boutique RIA focusing on client-level planning and investment oversight.

Assets & Accounts

Public Holdings

Investments & Alternatives