RIA Intel›Advisers›HEIRLOOM INVESTMENT MANAGEMENT LLC

HEIRLOOM INVESTMENT MANAGEMENT LLC

Advisory

N·

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$117M
1-Year AUM Growth
+1.2%
3-Year CAGR
+0.7%
Employees
1
Assets Under Management
Total AUM$117M
Discretionary AUM$42M
Non-Discretionary AUM$75M
Discretionary %35.5%
Total Clients3
Team
Total Employees1
Investment Advisers5
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record34
First FilingSep 28, 2015
Latest FilingMar 31, 2026
🔒 Full AUM trend chart and 34 historical filings spanning 11+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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