HEIRLOOM WEALTH MANAGEMENT LLC

CRD 292277File 801-112707

APPROVED

Retail clients

Filing as of Apr 10, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.11B

Above cohort median (national)

Discretionary AUM

$982.3M

Non-discretionary $126.0M

Clients

853

2,509 accounts

Employees

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.