HEIRLOOM WEALTH MANAGEMENT LLC
CRD #292277 SEC #801-112707 GREENWOOD VILLAGE, CO 720-328-2877
SEC Registered
Total AUM
$614.1M
Discretionary
$553.4M
Employees
11
Clients
251
Accounts
1,800
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $614.1M | $553.4M | $60.6M | 11 | 0 |
| Aug 2025 | $614.1M | $553.4M | $60.6M | 11 | 0 |
| Jun 2025 | $614.1M | $553.4M | $60.6M | 11 | 0 |
| Feb 2025 | $614.1M | $553.4M | $60.6M | 11 | 0 |
| Oct 2024 | $500.4M | $450.2M | $50.2M | 11 | 0 |
| Aug 2024 | $500.4M | $450.2M | $50.2M | 11 | 0 |
| Jul 2024 | $500.4M | $450.2M | $50.2M | 11 | 0 |
| Jun 2024 | $500.4M | $450.2M | $50.2M | 11 | 0 |
| Feb 2024 | $500.4M | $450.2M | $50.2M | 11 | 0 |
| Sep 2023 | $352.8M | $352.8M | $0 | 11 | 0 |
| Sep 2023 | $352.8M | $352.8M | $0 | 11 | 0 |
| Jul 2023 | $352.8M | $352.8M | $0 | 11 | 0 |
| Apr 2023 | $352.8M | $352.8M | $0 | 11 | 0 |
| Feb 2023 | $352.8M | $352.8M | $0 | 11 | 0 |
| Mar 2022 | $339.7M | $339.7M | $0 | 9 | 0 |
| Dec 2021 | $242.5M | $221M | $21.4M | 7 | 0 |
| Sep 2021 | $242.5M | $221M | $21.4M | 7 | 0 |
| Mar 2021 | $242.5M | $221M | $21.4M | 7 | 0 |
| Feb 2021 | $242.5M | $221M | $21.4M | 7 | 0 |
| Sep 2020 | $189.4M | $171.5M | $17.9M | 6 | 0 |
| Aug 2020 | $189.4M | $171.5M | $17.9M | 6 | 0 |
| Jun 2020 | $189.4M | $171.5M | $17.9M | 6 | 0 |
| May 2020 | $189.4M | $171.5M | $17.9M | 6 | 0 |
| Apr 2020 | $189.4M | $171.5M | $17.9M | 6 | 0 |
| Apr 2020 | $189.4M | $171.5M | $17.9M | 6 | 0 |
| Jan 2020 | $189.4M | $171.5M | $17.9M | 6 | 0 |
| Nov 2019 | $135.6M | $121.9M | $13.7M | 5 | 0 |
| Aug 2019 | $135.6M | $121.9M | $13.7M | 5 | 0 |
| Feb 2019 | $135.6M | $121.9M | $13.7M | 5 | 0 |
| Feb 2019 | $135.6M | $121.9M | $13.7M | 5 | 0 |
| Jan 2019 | $135.6M | $121.9M | $13.7M | 5 | 0 |
| Jan 2019 | $135.6M | $121.9M | $13.7M | 5 | 0 |
| Aug 2018 | $125.8M | $111.7M | $14.1M | 5 | 0 |
| Jun 2018 | $125.8M | $111.7M | $14.1M | 5 | 0 |
| May 2018 | $0 | $0 | $0 | 5 | 0 |
| May 2018 | $0 | $0 | $0 | 5 | 0 |
| Mar 2018 | $0 | $0 | $0 | 5 | 0 |
| Feb 2018 | $0 | $0 | $0 | 5 | 0 |
DateOct 2025
Total AUM$614.1M
Discretionary$553.4M
Non-Disc.$60.6M
Employees11
Clients0
DateAug 2025
Total AUM$614.1M
Discretionary$553.4M
Non-Disc.$60.6M
Employees11
Clients0
DateJun 2025
Total AUM$614.1M
Discretionary$553.4M
Non-Disc.$60.6M
Employees11
Clients0
DateFeb 2025
Total AUM$614.1M
Discretionary$553.4M
Non-Disc.$60.6M
Employees11
Clients0
DateOct 2024
Total AUM$500.4M
Discretionary$450.2M
Non-Disc.$50.2M
Employees11
Clients0
DateAug 2024
Total AUM$500.4M
Discretionary$450.2M
Non-Disc.$50.2M
Employees11
Clients0
DateJul 2024
Total AUM$500.4M
Discretionary$450.2M
Non-Disc.$50.2M
Employees11
Clients0
DateJun 2024
Total AUM$500.4M
Discretionary$450.2M
Non-Disc.$50.2M
Employees11
Clients0
DateFeb 2024
Total AUM$500.4M
Discretionary$450.2M
Non-Disc.$50.2M
Employees11
Clients0
DateSep 2023
Total AUM$352.8M
Discretionary$352.8M
Non-Disc.$0
Employees11
Clients0
DateSep 2023
Total AUM$352.8M
Discretionary$352.8M
Non-Disc.$0
Employees11
Clients0
DateJul 2023
Total AUM$352.8M
Discretionary$352.8M
Non-Disc.$0
Employees11
Clients0
DateApr 2023
Total AUM$352.8M
Discretionary$352.8M
Non-Disc.$0
Employees11
Clients0
DateFeb 2023
Total AUM$352.8M
Discretionary$352.8M
Non-Disc.$0
Employees11
Clients0
DateMar 2022
Total AUM$339.7M
Discretionary$339.7M
Non-Disc.$0
Employees9
Clients0
DateDec 2021
Total AUM$242.5M
Discretionary$221M
Non-Disc.$21.4M
Employees7
Clients0
DateSep 2021
Total AUM$242.5M
Discretionary$221M
Non-Disc.$21.4M
Employees7
Clients0
DateMar 2021
Total AUM$242.5M
Discretionary$221M
Non-Disc.$21.4M
Employees7
Clients0
DateFeb 2021
Total AUM$242.5M
Discretionary$221M
Non-Disc.$21.4M
Employees7
Clients0
DateSep 2020
Total AUM$189.4M
Discretionary$171.5M
Non-Disc.$17.9M
Employees6
Clients0
DateAug 2020
Total AUM$189.4M
Discretionary$171.5M
Non-Disc.$17.9M
Employees6
Clients0
DateJun 2020
Total AUM$189.4M
Discretionary$171.5M
Non-Disc.$17.9M
Employees6
Clients0
DateMay 2020
Total AUM$189.4M
Discretionary$171.5M
Non-Disc.$17.9M
Employees6
Clients0
DateApr 2020
Total AUM$189.4M
Discretionary$171.5M
Non-Disc.$17.9M
Employees6
Clients0
DateApr 2020
Total AUM$189.4M
Discretionary$171.5M
Non-Disc.$17.9M
Employees6
Clients0
DateJan 2020
Total AUM$189.4M
Discretionary$171.5M
Non-Disc.$17.9M
Employees6
Clients0
DateNov 2019
Total AUM$135.6M
Discretionary$121.9M
Non-Disc.$13.7M
Employees5
Clients0
DateAug 2019
Total AUM$135.6M
Discretionary$121.9M
Non-Disc.$13.7M
Employees5
Clients0
DateFeb 2019
Total AUM$135.6M
Discretionary$121.9M
Non-Disc.$13.7M
Employees5
Clients0
DateFeb 2019
Total AUM$135.6M
Discretionary$121.9M
Non-Disc.$13.7M
Employees5
Clients0
DateJan 2019
Total AUM$135.6M
Discretionary$121.9M
Non-Disc.$13.7M
Employees5
Clients0
DateJan 2019
Total AUM$135.6M
Discretionary$121.9M
Non-Disc.$13.7M
Employees5
Clients0
DateAug 2018
Total AUM$125.8M
Discretionary$111.7M
Non-Disc.$14.1M
Employees5
Clients0
DateJun 2018
Total AUM$125.8M
Discretionary$111.7M
Non-Disc.$14.1M
Employees5
Clients0
DateMay 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateMay 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateFeb 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0