Announced
Financials
Tags
Acquisition
Asset Managers and Custodians
Domestic
Majority
Friendly
Single Bidder
United States
wealth management
Private
Pending
Synopsis
Wealthspire Advisors, an NFP company and independent investment adviser, agreed to acquire Heron Wealth, a wealth advisory firm. Financial terms were not disclosed. "We are delighted to welcome David Edwards and the Heron team to Wealthspire. The addition of this experienced team deepens our New York City presence with talented professionals who are committed to delivering an amazing client experience built on a foundation of trust and fiduciary care," Mike LaMena, Wealthspire CEO.
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