Wealth manager, independent · Greenwood Village, CO
Heirloom Wealth Management LLC
SEC-registered investment adviser · CRD 292277 · SEC 801-112707
At a glance
Heirloom Wealth Management LLC is an SEC-registered investment adviser based in Greenwood Village, Colorado, with $1.1B in regulatory assets under management as of its Form ADV filed April 10, 2026. It reports 829 individual clients, 254 of them high-net-worth, holding an average of about $1.2 million each, and 18 employees. That ranks it 995th among the nation’s 5,657 independent wealth management RIAs and 23rd of 177 in Colorado. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Main office 720-328-2877heirloomwm.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.1B
- Rank among independent wealth managers
- #995 of 5,657
- Rank among all SEC RIAs
- #5,066 of 17,210
- Rank in Colorado
- #23 of 177
- Individual clients
- 829
- High-net-worth clients
- 254
- Accounts
- 2,509
- Discretionary
- 89% of AUM
- Employees
- 18
- Advisory staff
- 17
- Offices
- 2
Owners and executives on its Form ADV
- RICHARD L. HURLEYCCO, Managing Member
- Michael G. EustonManaging Member
Custody and brokerage
Broker-dealer
No broker-dealer ties
Heirloom Wealth Management LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 254 | $731M | 66% |
| Individuals | 575 | $242M | 22% |
| Pension and profit sharing plans | 15 | $124M | 11% |
| Charitable organizations | 4 | $7M | <1% |
| Corporations or other businesses | 5 | $5M | <1% |
Disciplinary disclosures
Heirloom Wealth Management LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗heirloomwm.com ↗
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The full record on Heirloom Wealth Management LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 8 years of filings
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- Growth over one, three and five years
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- Rank against 3,282 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Colorado
All of Colorado →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Crusonia Wealth Advisors LLCDenver | $1.2B | 540 |
| Sharkey Howes & Javer IncDenver | $1.1B | 868 |
| Schaefer Financial Management, Inc.Centennial | $1.1B | 446 |
| Mattern Capital Management, LLCLakewood | $1.1B | 404 |
| Peak Asset Management, LLCLouisville | $1.0B | 333 |
Background
Questions
How much does Heirloom Wealth Management LLC manage?
Heirloom Wealth Management LLC reports $1.1B in regulatory assets under management across 2,509 accounts, 89% of it on a discretionary basis, on its Form ADV filed April 10, 2026.
How many clients does Heirloom Wealth Management LLC have?
It reports 829 individual clients: 254 high-net-worth individuals and 575 other individuals. Individuals account for about 88% of its regulatory assets.
Where is Heirloom Wealth Management LLC headquartered?
Its main office is in Greenwood Village, Colorado. It reports 2 offices in total and 18 employees, 17 of whom perform investment advisory functions.
How does Heirloom Wealth Management LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Heirloom Wealth Management LLC use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed April 10, 2026, it reports these amounts held: Charles Schwab ($911M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Heirloom Wealth Management LLC a hybrid RIA with a broker-dealer?
Heirloom Wealth Management LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Heirloom Wealth Management LLC a fiduciary?
As an SEC-registered investment adviser, Heirloom Wealth Management LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Heirloom Wealth Management LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-04-10), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →