RIA Intel›Advisers›Colorado›HEIRLOOM WEALTH MANAGEMENT LLC

HEIRLOOM WEALTH MANAGEMENT LLC

Advisory

N·GREENWOOD VILLAGE, CO

Data as of Feb 23, 2026 · Source: SEC Form ADV

Total AUM
$829M
1-Year AUM Growth
+41.8%
3-Year CAGR
+26.3%
Employees
17
Assets Under Management
Total AUM$829M
Discretionary AUM$826M
Non-Discretionary AUM$3M
Discretionary %88.6%
Total Clients672
Team
Total Employees17
Investment Advisers18
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record34
First FilingFeb 26, 2018
Latest FilingFeb 23, 2026
🔒 Full AUM trend chart and 34 historical filings spanning 8+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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