Heirloom Wealth Management LLC

CRD 292277 · Greenwood Village, CO · $1.1B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 292277
SEC number: 801-112707
Firm type: RIA
Assets under management: $1.1B as of Apr 10, 2026
Website: www.heirloomwm.com ↗
Phone: 720-328-2877
Address: 6400 S Fiddlers Green Circle, Greenwood Village, CO, 80111

Advisors at this firm

18 in our index · page 1 of 1

Amanda Lea ArthurCRD 4421555 · Greenwood Village, CO

IA RegisteredRegistration inactive
Cooper BenedictCRD 8181561 · Greenwood Village, CO

IA Registered
Nicholas Allen BurkeCRD 4760995 · Denver, CO

IA RegisteredRegistration inactive
Aimee Sophie BurkeCRD 8240593 · Denver, CO

IA Registered
Michael Gregory EustonCRD 5847452 · Greenwood Village, CO

IA RegisteredRegistration inactive
Richard Leonard HurleyCRD 6481695 · Greenwood Village, CO

IA RegisteredRegistration inactive
Brea Anne HowardCRD 8090498 · Greenwood Village, CO

IA Registered
William M MillerCRD 5847941 · Greenwood Village, CO

IA RegisteredRegistration inactive
David Baldwin MorganCRD 2914803 · Greenwood Village, CO

IA RegisteredRegistration inactive

Disclosure event(s) on record
Jamie Eleanor OlsonCRD 7349489 · Greenwood Village, CO

IA RegisteredRegistration inactive
Jackson B PotterCRD 6663459 · Greenwood Village, CO

IA Registered
Robert Bruce PotterCRD 1155422 · Greenwood Village, CO

IA Registered
Gabriel J PardueCRD 7899846 · Greenwood Village, CO

IA Registered
Desiree Ann SeglerCRD 5105363 · Englewood, CO

IA RegisteredRegistration inactive
Deron Darryl SwabyCRD 6437201 · Greenwood Village, CO

IA RegisteredRegistration inactive
Roger Damon SeglerCRD 7666435 · Greenwood Village, CO

IA Registered
Luke Terwilliger LaflamCRD 8157449 · Greenwood Village, CO

IA Registered
Jeffrey N WeltyCRD 5207810 · Denver, CO

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.