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Heirloom Wealth Management LLC

● SEC registered since 2018CRD 292277SEC# 801-112707Greenwood Village, CO
Export (members)
Reg. AUM
$614.1M
Employees
11
Accounts
1,800
Location
Greenwood Village, CO

Heirloom Wealth Management LLC assets under management

Heirloom Wealth Management LLC is an investment advisory firm registered with the SEC based in Greenwood Village, CO. The firm has been registered since 2018. It reports $614.1 million in regulatory assets under management and employs 11 people.
www.heirloomwm.comView on SEC.gov ↗

Heirloom Wealth Management LLC owners & executives

2 reported
NameTitleOwnershipSince
Michael Gregory Euston ControlManaging Member50-75%2014
Richard Leonard Hurley ControlCco, Managing Member25-50%2018

Frequently asked questions

How much does Heirloom Wealth Management LLC manage?

Heirloom Wealth Management LLC reports $614.1 million in regulatory assets under management on its Form ADV.

How many employees does Heirloom Wealth Management LLC have?

Heirloom Wealth Management LLC reports 11 employees.

Where is Heirloom Wealth Management LLC located?

Heirloom Wealth Management LLC is based in Greenwood Village, CO and has been SEC-registered since 2018.

Does Heirloom Wealth Management LLC disclose fund performance?

Heirloom Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6400 S Fiddlers Green Circle, Suite 1970, Greenwood Village, CO 80111
Phone720-328-2877
Office hours8a.m. To 5p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$553.4M
Non-discretionary$60.6M
Total (RAUM)$614.1M