Investment adviser representative · Heirloom Wealth Management LLC
William M. Miller
CRD 5847941 · Greenwood Village, CO
At a glance
William M. Miller is an investment adviser representative with Heirloom Wealth Management LLC in Greenwood Village, CO, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on William’s SEC record dates to 2011, about 15 years ago.
Current advisory firm
- Heirloom Wealth Management LLCSince April 2018Greenwood Village, CO · $1.1B in regulatory assets
SEC adviser record
- Registered since
- 2011 (15 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
William’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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