Investment adviser · CRD 292277
HEIRLOOM WEALTH MANAGEMENT LLC
Investment adviser filing (IA)
GREENWOOD VILLAGE, CO, United States · Form ADV filed Apr 10, 2026
- Regulatory AUM
- $1.11B Form ADV · Item 5.F
- Client accounts
- 2,509 Accounts, not individual clients
- Employees
- 18 Reported in this filing
- Advisory professionals
- 17 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 254 | $730,760,407 | 65.9% |
| Individuals | 575 | $241,796,187 | 21.8% |
| Retirement plans | 15 | $123,536,693 | 11.1% |
| Charities | 4 | $7,043,670 | 0.6% |
| Corporations & businesses | 5 | $5,142,177 | 0.5% |
Filing source
Form ADV 2092258 · Apr 10, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 10, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Fixed
Principal office
6400 S FIDDLERS GREEN CIRCLE, SUITE 1970GREENWOOD VILLAGE, CO, 80111, United States
CRD 292277
Filing source
Form ADV 2092258 · Apr 10, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.