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| Happy Holidays!! thanks for using AUM13F!! |
| Heirloom Wealth Management LLC
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| CRD # | 292277 |
| SEC # | 801-112707 |
| CIK # | 0001882903 |
| AUM | $614.1 M (2025-06-03) |
| Employees | 11 (100% Investors, 9% Brokers) |
| Phone | 720-328-2877 |
| Address | 6400 S Fiddlers Green Circle Greenwood Village, CO 80111 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001882903 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 30.5 | ||
| Microsoft Corp | 26.6 | ||
| VISA Inc | 24.4 | ||
| Alphabet Inc | 22.4 | ||
| Republic Services Inc | 20.8 | ||
| ASML Holding NV | 18.6 | ||
| MercadoLibre Inc | 15.8 | ||
| Facebook Inc | 14.3 | ||
| Linde PLC | 13.8 | ||
| Parker Hannifin Corp | 11.0 | ||
| Apple Inc | 9.3 | ||
| Vertex Pharmaceuticals Inc / Ma | 8.7 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 8.0 | ||
| Lilly Eli & Co | 7.1 | ||
| iShares Bitcoin Trust | 7.0 | ||
| Exxon Mobil Corp | 6.8 | ||
| Novo Nordisk A S | 5.7 | ||
| Costco Wholesale Corp /NEW | 1.5 | ||
| Blackstone Group LP | 1.3 | ||
| ServiceNow Inc | 0.6 | ||
| Accenture PLC | 0.6 | ||
| Alphabet Inc | 0.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 503 | 184.4 |
| (b) Individuals (high net worth individuals) | 147 | 359.5 |
| (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 | 17 | 58.4 |
| (h) Charitable organizations | 0 | 6.1 |
| (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 | 5.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,800 | 614.1 |
| By Discretionary | ||
| Discretionary | 1,762 | 553.4 |
| Non-Discretionary | 38 | 60.6 |
| Total | 1,800 | 614.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 613.9 | |
| Total | 1,800 | 614.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001882903] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Clarity Capital KCPS Ltd
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|
0.6 | |
|
Lifelong Wealth Advisors Inc
✚
|
MN | 0.6 |
|
WMG Financial Advisors LLC
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|
TN | 0.6 |
|
Lazari Capital Management Inc
✚
|
CA | 0.6 |
|
Northcape Wealth Management LLC
✚
|
NY | 0.6 |
|
Tamarisk Financial LLC
✚
|
MI | 0.6 |
|
Professional Financial Advisors LLC
✚
|
NE | 0.6 |
|
Front Street Capital Management Inc
✚
|
MT | 0.6 |
|
Alpha Capital Management Group LLC
✚
|
CO | 0.6 |
|
Prosperitas Financial LLC
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|
CA | 0.6 |