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Building 2HEIRLOOM WEALTH MANAGEMENT LLC

Map pinGREENWOOD VILLAGE, CO
Phone720-328-2877
NotebookSEC #801-112707
Total AUM
$1.1B
Employees
18
Clients
853

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6400 S FIDDLERS GREEN CIRCLE
SUITE 1970
GREENWOOD VILLAGE
CO 80111
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
720-328-2877
Other Offices
1

ReceiptFinancials

Total AUM
$1.1B
Accounts
2,509
Discretionary
$982.3M
Accounts
2,473
Non-Discretionary
$126M
Accounts
36

ContactClients

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Individual Clients
575
AUM
$241.8M
HNW Individual Clients
254
AUM
$730.8M
Pension/Profit Sharing Plan Clients
15
AUM
$123.5M
Charitable Organization Clients
4
AUM
$7M
Corporation or Business Clients
5
AUM
$5.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLILKSLANENHNVNYORPATNTXWAWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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