CRD: 292277
Heirloom Wealth Management LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-30-2018
- Office Locations
- 4
Office Locations
About Heirloom Wealth Management LLC
Heirloom Wealth Management is a Registered Investment Adviser providing coordinated wealth management and tax solutions for retirees/pre-retirees, business owners, and families in transition. The team integrates portfolio planning, cash flow and retirement income, and estate/charitable considerations with proactive, in-house tax expertise. It is a fee-based fiduciary, and its investment performance is audited by an independent third party for added transparency.
Reported data analysis
What the numbers show
Between October 16, 2025 and April 10, 2026, reported AUM increased 80.5%, from $614.1M to $1.1B.
Across 5 reported observations, AUM increased 226.2% between March 3, 2022 and April 10, 2026, from $339.7M to $1.1B.
Of the latest reported AUM, 88.6% is discretionary and 11.4% is non-discretionary.
The firm reports 17 advisory representatives and 853 clients, or 50.2 clients per representative. That equates to $1.3M in reported AUM per client.
The profile lists 4 reported office locations and 8 years in operation. The source data was last updated on April 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
MICHAEL GREGORY EUSTON
Managing Member, Principal
- CRD
- #5847452
- Ownership
- 50% but less than 75%
RICHARD Leonard HURLEY JR
Chief Compliance Officer, Managing Member, Partner
- CRD
- #6481695
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
Unlock allContacts
AMANDA LEA ARTHUR
Director of Retirement Plan Services
- CRD
- #4421555
COOPER BENEDICT
Associate Financial Advisor
- CRD
- #8181561
Showing 2 of 19 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $982,298,300 | $397,209 |
| Non-Discretionary | $125,980,834 | $3,499,468 |
| Total | $1,108,279,134 | $441,721 |
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Separately Managed Accounts
SMA allocation detail is available
Heirloom Wealth Management LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Heirloom Wealth Management LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.