This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

HEIRLOOM WEALTH MANAGEMENT LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jul 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S66

First exam

Feb 26, 2026

First registration

Feb 26, 2026

Dual registered

no

Other names

ELIZABETH F HELDT|ELIZABETH F WILDER|Elizabeth Frances Wilder

IAPD individual key

5505088

• Occurred

  Aug 17, 2026
  Advisor changed firm

  Elizabeth Wilder left Ubs Financial Services Inc. for Heirloom Wealth Management Llc (registered 2026-08-19)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:3d47fb03-aad5-96c7-334c-8d8da4c7d381

First observed

Feb 26, 2026

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.