HEIRLOOM WEALTH MANAGEMENT LLC

6400 S Fiddlers Green Circle
Suite 1970
Greenwood Village, Colorado 80111
Tel: 720-328-2877

About HEIRLOOM WEALTH MANAGEMENT LLC

HEIRLOOM WEALTH MANAGEMENT LLC, formally registered with the SEC as HEIRLOOM WEALTH MANAGEMENT LLC. The firm was established in 03/30/2018. They have over 2 offices throughout the country.

HEIRLOOM WEALTH MANAGEMENT LLC is a Greenwood Village, Colorado based Financial Planning firm with nearly $614,050,256 assets under management, offering retirement planning & investment advisory services to 1800 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	292277
SEC#	801-112707
Assets Managed by Firm	$614,050,256
No. of Clients	1800
No. of Advisors	11

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	1800	$614,050,256
Individuals (other than high net worth individuals)	503	$184,411,069
High net worth individuals	147	$359,502,797
Pension and profit sharing plans	17	$58,388,929
Charitable organizations	Fewer than 5 clients	$6,053,511
Corporations or other businesses	5	$5,693,950

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