Heron Wealth is a family office - multi based in New York, United States. Verified contact details, AUM data, and investment preferences on FindLPs.
Heron Wealth is a New York City-based wealth advisory firm providing financial planning, investment advice and tax planning & estate planning services to wealthy families. Founded by President David Edwards in 1996, Heron Wealth currently manages $500 million in client assets.
Investment types: Asset Disposition
Sectors & themes: Trust Management, Wealth & Estate Planning, Legal & Tax Services, Retirement Planning, Investment Management Finance, Financial Services
Preferred geographies: United States
Location: 12 East 49Th Street, 18Th Floor\nNew York\nNew York\n10017\nUnited States
FindLPs holds verified direct email addresses and phone numbers for decision-makers at Heron Wealth. Contact details are masked on the free plan — start a plan to unlock full access and CSV export.
Unlock Contact DetailsSearch 25,850 limited partners with verified contact details.
LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.