Heirloom Wealth Management LLC
● SEC registered since 2018CRD 292277SEC# 801-112707Greenwood Village, CO
Reg. AUM
$1.11B
Employees
18
Accounts
2,509
Location
Greenwood Village, CO
Heirloom Wealth Management LLC assets under management
Heirloom Wealth Management LLC is an investment advisory firm registered with the SEC based in Greenwood Village, CO. The firm has been registered since 2018. It reports $1.1 billion in regulatory assets under management and employs 18 people.
Heirloom Wealth Management LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Gregory Euston Control | Managing Member | 50-75% | 2014 |
| Richard Leonard Hurley Control | Cco, Managing Member | 25-50% | 2018 |
Frequently asked questions
How much does Heirloom Wealth Management LLC manage?
Heirloom Wealth Management LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Heirloom Wealth Management LLC have?
Heirloom Wealth Management LLC reports 18 employees.
Where is Heirloom Wealth Management LLC located?
Heirloom Wealth Management LLC is based in Greenwood Village, CO and has been SEC-registered since 2018.
Does Heirloom Wealth Management LLC disclose fund performance?
Heirloom Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6400 S Fiddlers Green Circle, Suite 1970, Greenwood Village, CO 80111 |
| Phone | 720-328-2877 |
| Office hours | 8a.m. To 5p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.11B▲ 80%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 31%
Larger than 69% of 16,271 advisers
EmployeesTop 26%
More than 74% of 16,825 advisers
Assets under management
$1.11Bregulatory AUM
Discretionary $982.3MNon-discretionary $126M