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HEIRLOOM WEALTH MANAGEMENT LLC
CRD 292277File 801-112707
APPROVED
Retail clients
Filing as of Apr 10, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.11B
Above cohort median (national)
Discretionary AUM
$982.3M
Non-discretionary $126.0M
Clients
853
2,509 accounts
Employees
18
Top 25% of cohort in CO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Mar 30, 2018
- Principal office
- 6400 S FIDDLERS GREEN CIRCLE, SUITE 1970, GREENWOOD VILLAGE, CO, 80111
- Phone
- 720-328-2877
- Website
- HTTPS://WWW.HEIRLOOMWM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.11B
- Discretionary AUM
- $982.3M
- Non-discretionary AUM
- $126.0M
- Discretionary accounts
- 2,473
- Non-discretionary accounts
- 36
- Total accounts
- 2,509
- AUM per client
- $1.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $5.1M |
| Charitable organizations | 4 | $7.0M |
| High net worth individuals | 254 | $730.8M |
| Pension and profit sharing plans | 15 | $123.5M |
| Individuals (other than high net worth individuals) | 575 | $241.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 725 | 853 | increased by128 |
| Apr 1, 2026 | AUM | $829,286,536 | $1,108,279,134 | increased by$278,992,598 |
| Apr 1, 2026 | Accounts | 2,114 | 2,509 | increased by395 |
| Mar 1, 2026 | Employees | 11 | 18 | increased by7 |
| Mar 1, 2026 | Clients | 672 | 725 | increased by53 |
| Mar 1, 2026 | AUM | $614,050,256 | $829,286,536 | increased by$215,236,280 |
| Mar 1, 2026 | Accounts | 1,800 | 2,114 | increased by314 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 11 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 395 | 672 | increased by277 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $339,721,547 | $614,050,256 | increased by$274,328,709 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 927 | 1,800 | increased by873 |
| Apr 1, 2022 | Employees | 7 | 9 | increased by2 |
| Apr 1, 2022 | Clients | 369 | 395 | increased by26 |
| Apr 1, 2022 | AUM | $242,480,224 | $339,721,547 | increased by$97,241,323 |
| Apr 1, 2022 | Accounts | 831 | 927 | increased by96 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “HEIRLOOM WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HEIRLOOM WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.