Heirloom Wealth Management
Heirloom Wealth Management is an independent, fee-based fiduciary RIA founded in 2014 and based in Greenwood Village, Colorado, coordinating investments, tax planning, retirement income, and estate strategy for high-net-worth families, retirees, pre-retirees, business owners, divorcees, and sudden wealth recipients across $1.1B+ in AUM.
- Company typePrivate
- Founded2014
- HeadquartersGreenwood Village, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
Heirloom Wealth Management firmographics
Firmographics- Name
- Heirloom Wealth Management
- Legal name
- Heirloom Wealth Management LLC
- Website
- https://heirloomwm.com
- Company type
- Private
- Founded year
- 2014
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Heirloom Wealth Management is an independent, fee-based fiduciary RIA founded in 2014 and based in Greenwood Village, Colorado, coordinating investments, tax planning, retirement income, and estate strategy for high-net-worth families, retirees, pre-retirees, business owners, divorcees, and sudden wealth recipients across $1.1B+ in AUM.
- Ownership category
- akta.pro rank
Heirloom Wealth Management industry classification
Industry- Product category
- Wealth Management
- NAICS
- Trust, Fiduciary, and Custody Activities (523991), Funds, Trusts, and Other Financial Vehicles (525)
- SIC
- Finance Services (6199)
- akta.pro primary industry
- Financial Planning–Led RIAs (FSAAACAB)
- akta.pro secondary industries
- Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH), Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE), Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE)
Keywords
Where Heirloom Wealth Management is headquartered
LocationHeadquarters
- HQ city
- Greenwood Village
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Heirloom Wealth Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Advisory Fees (AUM-based): Heirloom is a fee-based fiduciary advisory firm. The firm is paid for advice, not for selling products. Revenue is generated through advisory fees typically structured as a percentage of assets under management, with no commissions on product sales. This compensation model eliminates conflicts of interest inherent in commission-based models.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
Heirloom Wealth Management product offering
Product offeringCore offering
Heirloom Wealth Management is a fee-based, fiduciary wealth management firm that delivers comprehensive financial planning through a coordinated platform integrating investment management, tax planning, retirement income planning, and estate/legacy planning. The firm operates the proprietary Live Well Plan™ process and serves individuals, families, retirees, and business owners under multiple specialized advisory teams.
Product overview
Heirloom Wealth Management is a fee-based, fiduciary wealth management firm offering a unified platform of coordinated financial services. The core offering centers on the Wealth Management platform integrated with Tax Solutions, supported by the proprietary Live Well Plan™ process. The platform includes modules for Retirement Income Planning, Portfolio & Risk Analysis, Insurance & Risk Management, Estate & Legacy Planning, Tax Planning, Business Succession Planning, Charitable Planning, Net Worth Statement, Debt Management, Retirement Plan Services, and High Yield Savings banking. The firm also operates several sub-brand advisory teams (Morgan Legacy Capital, Valorium Wealth Partners, Potter Financial Team, Team Stratum, Team Segler) that deliver specialized advisory services for specific client segments including legacy planning, business owners/executives, pre-retirees/retirees, divorcees, and sudden wealth recipients.
Differentiator
Problem solved
Functional benefit
Brands
- Morgan Legacy Capital: A legacy-focused Wealth Planning team serving long-term needs of clients, specializing in stewardship, protecting, structuring, and thoughtfully deploying wealth for families and multi-generational planning.
- Valorium Wealth Partners
- Potter Financial Team
- Team Stratum
- Team Segler
Products and services
- Wealth Management Comprehensive wealth management that coordinates investments, taxes, retirement income, and estate planning into a single, living strategy for families, retirees, and business owners.
- Tax Solutions Integrated tax strategies delivered through affiliated Heirloom Tax Solutions, LLC, providing proactive tax planning and preparation to improve efficiency and reduce surprises for wealth management clients.
- Retirement Income Planning Personalized retirement income strategy coordinating investments, Social Security, pensions, and tax plan to ensure sustainable income throughout retirement.
- Estate & Legacy Planning Coordinated estate strategy including beneficiary audits, trust structures, lifetime gifting, and charitable planning integration.
- Business Succession Planning Exit planning for business owners including business valuation, buy-sell agreements, tax-efficient transaction structuring, and post-exit retirement mapping.
- Charitable Planning Strategic charitable giving including donor-advised funds, qualified charitable distributions, charitable remainder and lead trusts, and multi-year giving strategies.
- Portfolio & Risk Analysis Holistic analysis of complete portfolio across every account and asset class, ensuring risk exposure matches goals, timeline, and peace of mind.
- Insurance & Risk Management Fiduciary insurance analysis covering life, disability, long-term care, and property insurance with no commissions or conflicts.
- High Yield Savings Banking service offering high-yield savings accounts integrated with the wealth management platform.
- Morgan Legacy Capital Legacy-focused wealth planning team serving long-term client families with integrated advisory across investment management, tax planning, estate design, and charitable strategy.
- Valorium Wealth Partners Specialist advisory team for high-net-worth entrepreneurs, founders, and multi-generation business families, providing integrated wealth platform including succession planning and liquidity events.
- Potter Financial Team Education-focused advisory team integrating tax planning, retirement planning, Social Security optimization, insurance planning, and estate planning.
- Team Stratum High net-worth advisory team based in Denver providing evidence-based investing, holistic planning, and transparency around costs and expectations.
- Team Segler Husband-and-wife advisory team providing personalized guidance with specialized expertise in divorce financial analysis (CDFA).
Quantifiable outcome
- Top Decile Sortino Ratio — #1 in category vs. all mutual funds and ETFs per Morningstar as of 12/31/2025, net of all fees
- +3 more outcomes
Companies that use Heirloom Wealth Management
Customer profileSegments5 records
Ideal customer profiles5 records
Heirloom Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
Heirloom Wealth Management partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Heirloom Tax Solutions, LLCcoreHeirloom Tax Solutions, LLC is an affiliated company under common ownership/control with Heirloom Wealth Management, LLC. The affiliation enables integrated tax and wealth advisory services delivered under a coordinated strategy. Heirloom Tax Solutions is the in-house tax planning and preparation entity that allows the firm to offer integrated tax strategies alongside investment management — a key differentiator versus advisory firms that must refer tax work to external CPAs.
Scale indicators5 records
Recent moves6 records
Expansion highlights5 records
Heirloom Wealth Management competitors and assessment
Company assessmentEmerging players
- Facet Wealth: Tech-enabled flat-fee financial planning firm. Comparable in fiduciary, planning-led philosophy and target segments (retirees, HNW families), but with a digital-first delivery model and subscription pricing that contrasts with Heirloom's AUM-based model.
Broad incumbents
- Edelman Financial Engines: Large national RIA offering comprehensive financial planning, investment management, and retirement plan services. Comparable integrated wealth and retirement-plan services offering, with a much larger footprint.
- Mercer Advisors: National RIA offering comprehensive wealth management with integrated tax, estate, and investment services. Comparable to Heirloom in holistic positioning and integrated tax+wealth model, but significantly larger in AUM and geographic footprint.
- Carson Group: Large RIA and coaching platform supporting advisor teams. Comparable in holistic financial planning emphasis and advisor-team partnership model, with materially larger scale.
- Mariner Wealth Advisors: National independent wealth advisory firm offering integrated financial planning, tax, estate, and investment services. Comparable in offering breadth and integrated wealth+tax model, with much larger AUM and advisor count.
- Creative Planning: Large national RIA providing comprehensive wealth management, tax, estate, and retirement planning. Comparable integrated offering and fiduciary model; meaningfully larger in scale.
Direct peers
- Halbert Hargrove: Long-tenured, fee-only RIA providing comprehensive wealth management for individuals, families, and business owners. Closely comparable in size, fee-based fiduciary model, retirement-and-legacy focus, and integrated planning approach.
- Buckingham Strategic Wealth: Fee-only RIA focused on evidence-based investing, tax-aware planning, and retirement income strategy. Directly comparable in philosophy, client segments (retirees/pre-retirees), and integrated planning approach.
- Sanctuary Wealth: Partnership model for advisor teams joining a national RIA platform. Comparable in the sub-brand / advisor-team lift-out growth strategy Heirloom has begun executing with teams like Potter, Morgan, and Valorium.
Regional players
- Ballast Advisors: Denver-based RIA providing integrated wealth management for HNW families, retirees, and business owners. Most direct regional comparable given shared Denver market, similar client segments, and similar integrated planning approach.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Heirloom Wealth Management social profiles
Digital presenceHeirloom Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Heirloom Wealth Management leadership team
Management profileNumber of profiles
Profiles10 records
Heirloom Wealth Management subsidiaries and ownership
Company hierarchySubsidiaries1 record
Heirloom Wealth Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Heirloom Wealth Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Heirloom Wealth Management
What does Heirloom Wealth Management do?
Heirloom Wealth Management is a fee-based, fiduciary wealth management firm that delivers comprehensive financial planning through a coordinated platform integrating investment management, tax planning, retirement income planning, and estate/legacy planning. The firm operates the proprietary Live Well Plan™ process and serves individuals, families, retirees, and business owners under multiple specialized advisory teams.
Is Heirloom Wealth Management a public or private company?
Heirloom Wealth Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Heirloom Wealth Management founded?
Heirloom Wealth Management was founded in 2014. It employs 1 to 10 people.
Where is Heirloom Wealth Management based?
Heirloom Wealth Management is headquartered in Greenwood Village, United States, in the North America region.
How does Heirloom Wealth Management make money?
One revenue line is on record: advisory Fees (AUM-based).
Who are Heirloom Wealth Management's main competitors?
Facet Wealth is listed as an emerging player. Broad incumbents are Edelman Financial Engines, Mercer Advisors, Carson Group, Mariner Wealth Advisors and Creative Planning. Direct peers are Halbert Hargrove, Buckingham Strategic Wealth and Sanctuary Wealth. Ballast Advisors is listed as a regional player.
Does Heirloom Wealth Management have an API?
No public API is recorded for Heirloom Wealth Management.
What industry is Heirloom Wealth Management in?
Heirloom Wealth Management's product category is Wealth Management. Its primary akta.pro industry code is FSAAACAB, Financial Planning–Led RIAs, with a secondary code of FSAAACAH, Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite). Its NAICS code is 523991 and its SIC code is 6199.