Heirloom Wealth Management LLC

Overview

Heirloom Wealth Management LLC is an independent registered investment adviser organized as an LLC. The firm has been SEC-registered since 2018 and is owned by an individual. Its client base includes high-net-worth individuals and families as well as institutional clients. Primary services listed include financial planning, portfolio management for individuals and small businesses, and pension consulting. Heirloom charges a combination of percentage-of-assets and fixed fees and reports that it does not operate as a capital allocator. The firm does not identify as an active ESG investor. Its adviser profile indicates a conventional advisory setup rather than a multi-state or related-adviser structure. Investment activity appears oriented toward managed portfolios using public funds and third-party vehicles alongside a selection of alternative exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices