HEIRLOOM WEALTH MANAGEMENT LLC
Adviser information for HEIRLOOM WEALTH MANAGEMENT LLC last updated from Form ADV on February 20th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Colorado, United States |
Employees
| Total Number of Employees | 11 |
|---|---|
| Investment Advisory/Research | 11 |
| Registered Broker-Dealer Representatives | 1 |
| Registered State Investment Advisers | 11 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,579 | $450.2M |
| Non-Discretionary | 32 | $50.2M |
| Total | 1,611 | $500.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 423 | $112.6M |
| HNW Individuals | 176 | $325.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 14 | $48.1M |
| Charitable organizations | <5 | $6.1M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $6.1M |
| Other | 13 | $2.1M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 251-500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting services |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-112707 |
|---|---|
| SEC ERA File Number | 801-112707 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 292277 |
| Legal Entity Identifier | None |
Principal Office
8400 E PRENTICE AVENUESUITE 1115
GREENWOOD VILLAGE
CO
United States
Monday - Friday, 8AM TO 5PM
Tel: 720-328-2877, Fax: None
Chief Compliance Officer
RICHARD L HURLEY
MEMBER
8400 E PRENTICE AVENUE
SUITE 1115
GREENWOOD VILLAGE
CO
United States
Tel:
720-328-2877
R***@*************M
(Full email address available in API data)
Industry Affiliates
| CREIGHTON RETIREMENT PARTNERS | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HURLEY, RICHARD, Leonard | Individual | – | CCO, MANAGING MEMBER | 01/2018 | 25-50% |
| EUSTON, MICHAEL, GREGORY | Individual | – | MANAGING MEMBER | 06/2014 | 50-75% |