HEIRLOOM WEALTH MANAGEMENT LLC
Firm details
- Headquarters
- GREENWOOD VILLAGE, Colorado
- CRD number
- 292277
- Registered since
- March 30, 2018
- Website
- www.heirloomwm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI65.94%
- Individuals21.82%
- Pension & Profit Sharing Plans11.15%
- Charitable Organizations0.64%
- Corporations / Businesses0.46%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Heirloom Wealth Management LLC is an independent, privately owned registered investment adviser that has been SEC-registered since 2018. The firm serves both individual and family clients as well as institutional clients, and bills on a percentage-of-AUM and fixed-fee basis. Core advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. Heirloom is not designated as a capital allocator and is not registered as a multi-state adviser; it does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds61%
- Exchange Traded Equities32%
- Cash & Cash Equivalents5%
- Non-Exchange Traded Equities1%
Owners & executives
2 of 2MICHAEL EUSTON
Founder & CIOCRD 5847452
RICHARD HURLEY
CFO & CCOCRD 6481695
Contacts
3 of 16WILLIAM MILLER
Managing PartnerCRD 5847941
Gabriel Pardue
Private Wealth ManagerCRD 7899846
ROBERT POTTER
Private Wealth Manager, PartnerCRD 1155422
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 61Active vs passive
$241M in ETFs
46%
$112M
53%
$130M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PIMCO ACTIVE BOND EXCHANGE-TRADED FUND (BOND) | PIMCO | Active | Intermediate Core Plus Bond | $94.1M | 1,019,618 | 38.98% |
Location
GREENWOOD VILLAGE, CO
ARAPAHOE
Location
GREENWOOD VILLAGE, CO
Headquartered in GREENWOOD VILLAGE, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- ARAPAHOE
- Address
- 6400 S Fiddlers Green Cir
- Time zone
- MT (UTC-7)
- Office locations
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