GREENWOOD VILLAGE, COCRD 292277Latest ADV April 10, 2026
Heirloom Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Greenwood Village, CO. Its latest Form ADV filing, dated April 10, 2026, reports $1.1B in regulatory assets under management, 18 employees, 1 office, and 2,509 accounts.
Assets Under Management
$1.1B
Employees
18
Offices
1 office
Total Clients
853
Primary office
GREENWOOD VILLAGE, CO
6400 S FIDDLERS GREEN CIRCLE, SUITE 1970, GREENWOOD VILLAGE, CO, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 67.4% of total clients.
Top client categories% of clientsClients
1
Individuals
67.4%
575
2
HNWI
29.8%
254
3
Pension Plans
1.8%
15
4
Corporations
0.6%
5
5
Charitable
0.5%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of April 10, 2026
Discretionary88.6%
$982M
89% of total RAUM88.6%
Non-discretionary11.4%
$126M
11% of total RAUM11.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.1B
Total Accounts2,509
10Y AUM Change+$1.1B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees18
Clients per Employee47:1
10Y Employee Change+13 (+260.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.