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Chief Technology Officer/co-Founder · Heron Finance

Blake H. West

CRD 8035368 · Named on Form ADV at one SEC-registered adviser

At a glance

Heron Finance, an SEC-registered wealth manager based in SAN Francisco, CA with $38 million in regulatory assets, lists Blake H. West on its Form ADV as Chief Technology Officer/co-Founder, a control person.

Firms and roles

  • Heron FinanceChief Technology Officer/co-FounderWealth manager · SAN Francisco, CA · $38M in regulatory assets

AtlasMembers

Blake’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Blake’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.