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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 01-09-2026
- Office Locations
- 1
Office Locations
About Heron Wealth LLC
Heron Wealth LLC is a Raleigh-based RIA. The firm has been operating for 0 years. Managing $16.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The profile lists 1 reported office location. The source data was last updated on July 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
Jeffrey Gavin Hand
Owner
- CRD
- #8175776
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,879,549 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,879,549 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Heron Wealth LLC has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.