Heirloom Wealth Management LLC

RIASEC RegisteredEst. 2018
Total AUM
$1.1B
Discretionary
$982M
89% of AUM
Avg account
$442K
Accounts
2,509
Employees
18
Advisory reps
18

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

FINTRX

Overview

Heirloom Wealth Management LLC operates as an independent SEC-registered RIA founded in 2018 and organized as an LLC under individual ownership. The firm serves both individual and family clients as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee arrangements are a mix of percentage-of-AUM billing and fixed fees. Heirloom does not self-identify as an ESG-focused allocator and is not described as a multi-state adviser in the source data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 61%, Exchange Traded Equities 32%, Cash & Cash Equivalents 5%, Non-Exchange Traded Equities 1%61%
  • Public Funds/Mutual Funds61%
  • Exchange Traded Equities32%
  • Cash & Cash Equivalents5%
  • Non-Exchange Traded Equities1%

Owners & executives

2 of 2
  • Michael Euston

    Michael Euston

    Founder & CIOCRD 5847452

  • Richard Hurley

    Richard Hurley

    CFO & CCOCRD 6481695

Contacts

3 of 16
  • William Miller

    William Miller

    Managing PartnerCRD 5847941

  • Gabriel Pardue

    Gabriel Pardue

    Private Wealth ManagerCRD 7899846

  • Robert Potter

    Robert Potter

    Private Wealth Manager, PartnerCRD 1155422

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 32

Active vs passive

$279M in ETFs

Passive

38%

$105M

Active

62%

$174M

ETFProviderStyleCategoryValueShares% of portfolio
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND (BOND)PIMCOActiveIntermediate Core Plus Bond$107M1,156,31338.21%
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Location

Primary office

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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