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| Heirloom Wealth Management LLC
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|---|---|
| CRD # | 292277 |
| SEC # | 801-112707 |
| CIK # | 0001882903 |
| AUM | 1,108.3 M (2026-04-10) |
| Employees | 18 (94% Investors, 0% Brokers) |
| Phone | 720-328-2877 |
| Address | 6400 S Fiddlers Green Circle Greenwood Village, CO 80111 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 29.4 | ||
| Alphabet Inc | 28.6 | ||
| Visa Inc | 28.0 | ||
| Republic Services Inc | 26.1 | ||
| Facebook Inc | 23.8 | ||
| Microsoft Corp | 23.7 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 21.9 | ||
| Linde PLC | 21.8 | ||
| ASML Holding NV | 15.0 | ||
| Apple Inc | 14.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 575 | 241.8 |
| (b) Individuals (high net worth individuals) | 254 | 730.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 15 | 123.5 |
| (h) Charitable organizations | 4 | 7.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 5.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,509 | 1,108.3 |
| By Discretionary | ||
| Discretionary | 2,473 | 982.3 |
| Non-Discretionary | 36 | 126.0 |
| Total | 2,509 | 1,108.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 1,108.2 | |
| Total | 2,509 | 1,108.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001882903] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
|
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|
Triasima Portfolio Management Inc
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1,105.3 M | |
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Financial Advisory Corporation
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The Clarus Group Inc
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Integrity Advisory Solutions LLC
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