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BLUE HERON CAPITAL
BHC WEALTH MANAGEMENT, LLC
CRD 339475 · SEC 801-135158
2 INVERNESS DRIVE E., SUITE 106, ENGLEWOOD, CO, 80112, United States
Phone
(720) 488-8604
Fax
(720) 488-2694
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$102.2M
Discretionary AUM
$102.2M
Team
8 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 125 | $27.9M |
| High net worth individuals | 80 | $74.3M |
States served
CO, TX
All web addresses on file
Official SEC filing: View on IAPD