BHC WEALTH MANAGEMENT, LLC
Legal name: BLUE HERON CAPITAL, LLC
CRD #339475 SEC #801-135158 ENGLEWOOD, CO (720) 488-8604
SEC Registered
Total AUM
--
Discretionary
--
Employees
8
Clients
0
Accounts
--
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 15, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Cavaliere, Joel, Anthony | I | CCO | NA | |
| BLUE HERON CAPITAL, LLC | DE | MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Dec 15, 2025 REGISTERED
Notice Filings (2)
CO TX
Address
2 INVERNESS DRIVE E.SUITE 106
ENGLEWOOD, CO 80112
United States
Phone: (720) 488-8604