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HEIRLOOM WEALTH MANAGEMENT LLC
CRD 292277 · SEC 801-112707
6400 S FIDDLERS GREEN CIRCLE, SUITE 1970, GREENWOOD VILLAGE, CO, 80111, United States
Phone
720-328-2877
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.11B
Discretionary AUM
$982.3M
Team
18 total employees; 17 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 575 | $241.8M |
| High net worth individuals | 254 | $730.8M |
| Pension/profit sharing plans | 15 | $123.5M |
| Charitable organizations | 4 | $7.0M |
| Corporations/business entities | 5 | $5.1M |
States served
AZ, CA, CO, IL, KS, LA, NE, NV, NY, OR, PA, TN, WI, WY, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD