Heirmont Wealth Management

Overview

Heirmont Wealth Management is a newly formed limited liability company that registered with the SEC in 2026 and is owned by an individual proprietor. The firm’s stated activities center on financial planning and portfolio management for individuals and small businesses. Heirmont bills clients on a percentage-of-AUM basis and does not identify as a capital allocator. It does not characterize itself as an active ESG investor, is not registered as a multistate adviser, and does not list pension consulting or related-adviser relationships.

Assets & Accounts

Location & Offices