# Heirloom Wealth Management LLC

> Heirloom Wealth Management LLC is an SEC-registered investment advisory firm in Greenwood Village, CO, registered since 2018, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated April 10, 2026.

- CRD: 292277
- Filed as: HEIRLOOM WEALTH MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Greenwood Village, CO
- Filing period: October 2026
- Form ADV filing dated: April 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/292277
- AdvisorCensus page: https://advisorcensus.com/firm/heirloom-wealth-management-llc-greenwood-village-co-292277

## Quick answers

**How is Heirloom Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Heirloom Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Heirloom Wealth Management LLC located?**
Heirloom Wealth Management LLC's principal office is in Greenwood Village, CO, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Heirloom Wealth Management LLC registered with the SEC or a state?**
Heirloom Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 292277.

**How much does Heirloom Wealth Management LLC manage?**
Heirloom Wealth Management LLC reports $1,108,279,134 in regulatory assets under management in its Form ADV filing dated April 10, 2026 (89% discretionary).

**How have Heirloom Wealth Management LLC's assets and staff changed since 2021?**
In the Form ADV data for Heirloom Wealth Management LLC: Regulatory assets under management: $242,480,224 in the October 2021 data and $1,108,279,134 in the October 2026 data, up 357%. Total employees: 7 in October 2021 and 18 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Heirloom Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (575); high net worth individuals (254); pension and profit sharing plans (but not the plan participants or government pension plans) (15).

**Which custodians does Heirloom Wealth Management LLC use?**
Heirloom Wealth Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Heirloom Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/292277

**Does Heirloom Wealth Management LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 9, 2026 says: "We have no minimum initial household value for opening accounts."

**What changed in Heirloom Wealth Management LLC's recent Form ADV filings?**
In the May 2026 filing data: Registered or notice-filed in LA, WI.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 9, 2026)

- Account minimum: None

> We have no minimum initial household value for opening accounts.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,108,279,134
- Discretionary: $982,298,300
- Non-discretionary: $125,980,834

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 575 | $241,796,187 |
| High net worth individuals | 254 | $730,760,407 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 15 | $123,536,693 |
| Charitable organizations | 4 | $7,043,670 |
| Corporations or other businesses not listed above | 5 | $5,142,177 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2018 (8 years)
- Employees: 18 total, 17 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, IL, KS, LA, NE, NH, NV, NY, OR, PA, TN, TX, WA, WI, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Denver, CO

### Websites listed on Form ADV (Item 1.I)
- [heirloomwm.com](https://heirloomwm.com)
- Facebook @heirloomw
- LinkedIn @heirloom-wealth-management
- YouTube @heirloomwealthmanagement6590

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $242,480,224 | 7 | September 9, 2021 |
| October 2022 | $339,721,547 | 9 | March 3, 2022 |
| October 2023 | $352,775,548 | 11 | September 21, 2023 |
| October 2024 | $500,393,345 | 11 | August 12, 2024 |
| October 2025 | $614,050,256 | 11 | June 3, 2025 |
| October 2026 | $1,108,279,134 | 18 | April 10, 2026 |

Regulatory assets under management: $242,480,224 in the October 2021 data and $1,108,279,134 in the October 2026 data, up 357%.
Total employees: 7 in October 2021 and 18 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Registered or notice-filed in LA, WI.

### April 2026
- Regulatory assets under management went from $829,286,536 to $1,108,279,134 (+34%).

### March 2026
- Employees performing advisory functions went from 11 to 17.
- Regulatory assets under management went from $614,050,256 to $829,286,536 (+35%).
- Registered or notice-filed in IL, NH, PA.

### January 2026
- No longer registered or notice-filed in LA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Heirloom Wealth Management LLC (CRD 292277): Form ADV filing data as of October 2026.