CRD: 292277
Heirloom Wealth Management LLC
$1.1B Total AUM
$982.3M Disc. AUM
-- 3Y CAGR
18 Employees
853 ADV. Clients
8 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- PrimeSignal +more
- Established Date
- 03-30-2018
- Office Locations
- 4
Office Locations
3200 Cherry Creek Drive South Suite 130 Denver CO
385 Inverness Pkwy Suite 390 Englewood CO
6400 S Fiddlers Green Circle Suite 1970 Greenwood Village CO
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.
Team overview
41 AVG AGE
$65.2M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
4 yrs AVG TENURE
18 Employees
17 Advisory Reps
17 RIA Reps
8yrs Firm Age
Insights
Upgrade to reveal position-level detail across summit element.
Request access to benchmark trends tied to atlas harbor.
Upgrade to reveal position-level detail across matrix pathway.
Open the full profile to inspect shifts in ridge peak.
Premium access reveals conviction themes in frontier catalyst matrix.
Unlock to see real insight on eagle alpha insight.
Full visibility includes strategy notes for element ember eagle.
See the complete signal summary connected to glacier legacy.
Asset Classes
Vertex eagle Pioneer Wave catalyst Ember Crest horizon Zenith Horizon Ridge
Client Personas
Glacier Signal
Custodian
Ridge Vertex pathway North Pathway peak Capital fusion
Investment Themes
Eagle beacon Vertex bridge Ridge ridge Capital matrix
Investment Vehicles
Horizon
Platform
Focus oak Insight momentum Glacier
Services
Delta harbor Eagle Crest Bridge alpha Wave beacon Prime glacier Bridge Glacier catalyst Pathway Vertex Signal element North Signal Delta Ember
Technology
Quantum Zenith atlas Delta delta
Owner & Executives
MICHAEL GREGORY EUSTON
Managing Member, Principal
- CRD
- #5847452
- Ownership
- 50% but less than 75%
(209) 297-3782
unison.pathway@oakcapital.com
in linkedin.com/in/oak-signal
R
RICHARD Leonard HURLEY JR
Chief Compliance Officer, Managing Member, Partner
- CRD
- #6481695
- Ownership
- 25% but less than 50%
(495) 912-7495
vital.ridge@momentumcapital.com
in linkedin.com/in/beacon-momentum
Showing 2 of 2 owners & executives
Unlock allContacts
A
AMANDA LEA ARTHUR
--
- CRD
- #4421555
(658) 978-5225
glacier.peak@vectorcapital.com
in linkedin.com/in/value-fusion
C
COOPER BENEDICT
--
- CRD
- #8181561
(594) 317-7437
radial.ridge@wavecapital.com
in linkedin.com/in/capital-pathway
B
Bridge peak
Wave prime
- CRD
- #93570
(817) 605-6150
beacon.matrix@deltacapital.com
in linkedin.com/in/timber-unison
Showing 2 of 18 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $1,108,279,134
Public Funds:
29.8% Equity - Exchange:
28.4% Cash:
16.6% Equity - OTC:
25.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $551,398,090 | 29.8% |
| Equity - Exchange | $525,493,482 | 28.4% |
| Cash | $307,154,641 | 16.6% |
| Equity - OTC | $466,282,949 | 25.2% |
| Total | $1,850,329,162 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PIONEER EMBER NORTH | DELTA ZENITH | HHERSG7AP | EFXHJ | 11.96% | $118,779,257 |
| PEAK PRIME | OAK ALPHA | 23ZTD1DA3 | BFF | 9.50% | $51,015,195 |
| CAPITAL VECTOR CATALYST | HARBOR FUSION | Z5UCE0IWQ | VUZEA | 7.10% | $97,336,474 |
| VITAL FOCUS VITAL | VECTOR CREST | 19XSC97Q1 | KEYJP | 9.72% | $2,297,817 |
| ZENITH ALPHA PRIME | FOUNDATION BRIDGE | 7EVMJRGRC | MEAF | 2.50% | $58,337,138 |
| ATLAS PEAK PATHWAY | INSIGHT CREST | NUV8JK1WY | XMJC | 8.58% | $115,821,607 |
| VALUE VECTOR OAK | BEACON FUSION | WIB63EQSF | IWV | 2.44% | $82,972,995 |
| RIDGE EAGLE | EMBER LEGACY | YLREWHUYY | VNN | 12.28% | $56,866,838 |