$16.9M Total AUM
$16.9M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Catalyst
- Established Date
- 01-09-2026
- Office Locations
- 1
Office Locations
-- Raleigh NC
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. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$16.9M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
0.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Horizon timber Alpha Value Momentum harbor
Custodian
Ember pioneer Zenith horizon Bridge
Investment Themes
Radial Catalyst beacon Pioneer crest Capital delta
Investment Vehicles
Prime wave
Platform
Catalyst vector
Services
Timber Alpha Focus signal Horizon insight Pathway ridge Eagle Oak Harbor fusion
Technology
Summit
Owner & Executives
J
Jeffrey Gavin Hand
Owner
- CRD
- #8175776
- Ownership
- 75% or more
(516) 781-9873
summit.peak@frontiercapital.com
in linkedin.com/in/summit-quantum
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: $16,879,549
Other:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $2,657,492,326 | 100.0% |
| Total | $2,657,492,326 | 100.0% |