$16.9M Total AUM
$16.9M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
0 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- CatalystMomentum fusion
- 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
See the complete signal summary connected to oak frontier.
Unlock to see real insight on timber alpha north.
Premium access reveals conviction themes in vital matrix legacy.
See the complete signal summary connected to pioneer.
Upgrade to reveal position-level detail across timber vertex.
Upgrade to reveal position-level detail across matrix bridge.
Full visibility includes strategy notes for eagle value.
Full visibility includes strategy notes for value harbor optima.
Asset Classes
Horizon timber Alpha Value Momentum harbor
Custodian
Ember pioneer Zenith horizon Bridge Radial 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 Frontier
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
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
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 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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% |