HEIRLOOM WEALTH MANAGEMENT LLC
SEC RegisteredComprehensive Wealth Management with Integrated Tax Planning
About the firm
Heirloom Wealth is an independent, fee-based fiduciary wealth management firm with over $1.1 billion in assets under management. The firm helps families, retirees, and business owners coordinate investments, taxes, and long-term planning through a disciplined, audited, and fiduciary approach. Heirloom integrates wealth management and tax planning into a single, cohesive strategy through its Live Well Plan™ process.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive wealth management, retirement income planning, portfolio and risk analysis, estate and legacy planning, insurance and risk management, debt management, charitable planning, business succession planning, college planning, net worth statements, integrated tax planning, and client education.
Who they serve
Families, retirees, and business owners navigating complex, changing financial lives, including high-net-worth families.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 575 | $242M |
| High Net Worth Individuals | 254 | $731M |
| Charitable Organizations | 15 | $124M |
| State/Municipal Entities | 4 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
18 advisors in the directory
Regulatory & compliance
Data as of April 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. HEIRLOOM WEALTH MANAGEMENT LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.