Heirloom Wealth Management LLC

Heirloom Wealth Management LLC (CRD# 292277) is a financial advisory firm headquartered in Greenwood Village, CO. They manage $500,393,345 in 1,611 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
8400 E Prentice Avenue, Suite 1115, Greenwood Village, CO 80111
https://www.heirloomwm.com
By the Numbers
  • Total Assets Under Management
    500
    MILLION
  • Total Number of Accounts
    1,611
    ACCOUNTS
  • Average Account Value
    $310,610
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, KS, LA, NE, NY, OR, TN, TX, WY

Financial Advisors at Heirloom Wealth Management LLC
Showing 1 - 10 of 10 top financial advisors.
1
Nicholas Burke, financial advisor Greenwood Village CO
Nicholas A. Burke
CRD#: 4760995
8400 E Prentice Avenue, Suite 1115, Greenwood Village, CO 80111

Nicholas Burke (CRD# 4760995) is an Investment Advisor Representative working at Heirloom Wealth Management LLC in Greenwood Village, CO and has over 17 years of experience in the finance industry.

2
Michael Euston, financial advisor Greenwood Village CO
Michael G. Euston
CRD#: 5847452
8400 E Prentice Avenue, Suite 1115, Greenwood Village, CO 80111

Michael Euston (CRD# 5847452) is an Investment Advisor Representative working at Heirloom Wealth Management LLC in Greenwood Village, CO and has over 13 years of experience in the finance industry.

3
Richard Hurley, financial advisor Greenwood Village CO
Richard L. Hurley
CRD#: 6481695
8400 E Prentice Avenue, Suite 1115, Greenwood Village, CO 80111

Richard Hurley (CRD# 6481695) is an Investment Advisor Representative working at Heirloom Wealth Management LLC in Greenwood Village, CO and has over 8 years of experience in the finance industry.

4
William Miller, financial advisor Greenwood Village CO
William M. Miller
CRD#: 5847941
8400 E Prentice Avenue, Suite 1115, Greenwood Village, CO 80111

William Miller (CRD# 5847941) is an Investment Advisor Representative working at Heirloom Wealth Management LLC in Greenwood Village, CO and has over 13 years of experience in the finance industry.

5
Robert Potter, financial advisor Greenwood Village CO
Robert B. Potter
CRD#: 1155422
8400 E Prentice Avenue, Suite 1115, Greenwood Village, CO 80111

Robert Potter (CRD# 1155422) is an Investment Advisor Representative working at Heirloom Wealth Management LLC in Greenwood Village, CO and has over 40 years of experience in the finance industry.

6
Desiree Segler, financial advisor Englewood CO
Desiree A. Segler
CRD#: 5105363
385 Inverness Pkwy, Suite 390, Englewood, CO 80112

Desiree Segler (CRD# 5105363) is an Investment Advisor Representative working at Heirloom Wealth Management LLC in Englewood, CO and has over 17 years of experience in the finance industry.

7
Jeffrey Welty, financial advisor Greenwood Village CO
Jeffrey N. Welty
CRD#: 5207810
8400 E Prentice Avenue, Suite 1115, Greenwood Village, CO 80111

Jeffrey Welty (CRD# 5207810) is an Investment Advisor Representative working at Heirloom Wealth Management LLC in Greenwood Village, CO and has over 17 years of experience in the finance industry.

8
Jamie Olson, financial advisor Greenwood Village CO
Jamie E. Olson
CRD#: 7349489
8400 E Prentice Avenue, Suite 1115, Greenwood Village, CO 80111

Jamie Olson (CRD# 7349489) is an Investment Advisor Representative working at Heirloom Wealth Management LLC in Greenwood Village, CO and has 1 year of experience in the finance industry.

9
Jackson Potter, financial advisor Greenwood Village CO
Jackson B. Potter
CRD#: 6663459
8400 E Prentice Avenue, Suite 1115, Greenwood Village, CO 80111

Jackson Potter (CRD# 6663459) is an Investment Advisor Representative working at Heirloom Wealth Management LLC in Greenwood Village, CO and has 1 year of experience in the finance industry.

10
Roger Segler, financial advisor Greenwood Village CO
Roger D. Segler
CRD#: 7666435
8400 E Prentice Avenue, Suite 1115, Greenwood Village, CO 80111

Roger Segler (CRD# 7666435) is an Investment Advisor Representative working at Heirloom Wealth Management LLC in Greenwood Village, CO and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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