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HEIRLOOM WEALTH MANAGEMENT LLC

GREENWOOD VILLAGE, CO · CRD 292277 · IAPD ↗ · heirloomwm.com · 720-328-2877

$1.11BRegulatory AUM
17Advisory reps
18Employees
0Clients
0Planning clients
0Private funds
18States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
May 2026 — HEIRLOOM WEALTH MANAGEMENT LLC notice-filed in LA, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2026 — HEIRLOOM WEALTH MANAGEMENT LLC crossed $1B in regulatory AUM ($829.3M -> $1.11B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
49
March 2026 — HEIRLOOM WEALTH MANAGEMENT LLC notice-filed in IL, NH, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
March 2026 — HEIRLOOM WEALTH MANAGEMENT LLC reported RAUM up 35% ($614.1M -> $829.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
74
March 2026 — HEIRLOOM WEALTH MANAGEMENT LLC grew from 11 to 17 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
November 2024 — HEIRLOOM WEALTH MANAGEMENT LLC notice-filed in NV, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
March 2024 — HEIRLOOM WEALTH MANAGEMENT LLC notice-filed in TN, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
March 2024 — HEIRLOOM WEALTH MANAGEMENT LLC crossed $500M in regulatory AUM ($352.8M -> $500.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.