HEIRLOOM WEALTH MANAGEMENT LLC
SEC Form ADV profile.
Total regulatory AUM
$1,108,279,134
Discretionary
$982,298,300
Non-discretionary
$125,980,834
Firm details
- CRD number
- 292277
- SEC file number
- 801-112707
- Main office
- GREENWOOD VILLAGE, CO, United States
- Employees
- 18
- SEC status
- Approved
- Website
- HTTPS://WWW.HEIRLOOMWM.COM
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.