Heirloom Wealth Management Llc, CO — Investment Adviser | BuildTrust

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HEIRLOOM WEALTH MANAGEMENT LLC

Investment AdviceGREENWOOD VILLAGE, CO

Assets Under Management

$614.1M

Total AUM

Donut chart: Discretionary 553.4M, Non-Discretionary 60.6M
Category	Value
Discretionary	553.4M
Non-Discretionary	60.6M

Adviser Information

Field	Value
CRD Number	292277
SEC Number	801-112707
Street Address	6400 S FIDDLERS GREEN CIRCLE
Street Address 2	SUITE 1970
Location	GREENWOOD VILLAGE, CO 80111
Country	United States
Phone	720-328-2877
Total Employees	11

Client Count by Type (672 Total)

Horizontal bar chart: Individuals (other than H… 503, High Net Worth Individual… 147, Pension/Profit Sharing Pl… 17, Corporations/Businesses 5
Category	Value
Individuals (other than H…	503
High Net Worth Individual…	147
Pension/Profit Sharing Pl…	17
Corporations/Businesses	5