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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

HEIRLOOM WEALTH MANAGEMENT LLC

CRD 292277

GREENWOOD VILLAGE, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6d0b8d85-1a5a-022e-d3c2-a3b3f8fd9707

Data as of Apr 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 23
Dated events: 7
On other graphs: 0
Observed: Feb 26, 2018 to Apr 10, 2026
41 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.88 fund_share=0.0 institutional_share=0.12 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.1BItem 5.F on the latest filing (2026-04-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $982M
Private client RAUM: $973MderivedItem 5.D individuals plus high net worth individuals
Private client share: 88%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 19
RAUM per advisor: $58.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 18
Advisory employees: 17
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 2,509
Individual clients: 575
High net worth clients: 254
SEC number: 801-112707
CRD: 292277
Filings on the tape: 41
First filed: Feb 26, 2018
Latest filed: Apr 10, 2026
Organised: Limited Liability Company, CO
Website: heirloomwm.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
RICHARD Leonard HURLEY	Certified Financial Planner	GREENWOOD VILLAGE, CO	8	11	1	no
MICHAEL GREGORY EUSTON	Certified Financial Planner\|Chartered Financial Analyst	GREENWOOD VILLAGE, CO	8	15	3	no
WILLIAM M MILLER	n/a	GREENWOOD VILLAGE, CO	8	15	3	no
DESIREE ANN SEGLER	n/a	GREENWOOD VILLAGE, CO \| ENGLEWOOD, CO	8	20	1	no
AMANDA LEA ARTHUR	n/a	GREENWOOD VILLAGE, CO	7	25	10	no
NICHOLAS ALLEN BURKE	n/a	Denver, CO \| GREENWOOD VILLAGE, CO	7	22	n/a	no
JEFFREY N WELTY	Certified Financial Planner	GREENWOOD VILLAGE, CO \| Denver, CO	5	20	1	no
ROBERT BRUCE POTTER	Certified Financial Planner	GREENWOOD VILLAGE, CO	3	43	1	no
JACKSON B POTTER	Certified Financial Planner	GREENWOOD VILLAGE, CO	3	12	2	no
Roger Damon Segler	n/a	GREENWOOD VILLAGE, CO	3	15	n/a	no
Jamie Eleanor Olson	Certified Financial Planner	GREENWOOD VILLAGE, CO	3	10	n/a	no
Gabriel J Pardue	Certified Financial Planner	GREENWOOD VILLAGE, CO	2	12	n/a	no
Brea Anne Howard	n/a	GREENWOOD VILLAGE, CO	1	15	n/a	no
Luke Terwilliger LaFlam	n/a	GREENWOOD VILLAGE, CO	1	12	n/a	no
COOPER BENEDICT	n/a	GREENWOOD VILLAGE, CO	0	10	n/a	no
DERON DARRYL SWABY	Certified Financial Planner	GREENWOOD VILLAGE, CO	0	11	3	no
DAVID BALDWIN MORGAN	Certified Financial Planner	GREENWOOD VILLAGE, CO	0	29	5	no
Aimee Sophie Burke	n/a	Denver, CO \| GREENWOOD VILLAGE, CO	0	11	n/a	no
Elizabeth Wilder	n/a	GREENWOOD VILLAGE, CO	0	10	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
EUSTON, MICHAEL, GREGORY	MANAGING MEMBER	D	yes	06/2014	Apr 10, 2026	Apr 10, 2026
HURLEY, RICHARD, Leonard	CCO, MANAGING MEMBER	C	yes	01/2018	Apr 10, 2026	Apr 10, 2026

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CREIGHTON RETIREMENT PARTNERS	n/a	n/a	n/a	N	no	n/a
HEIRLOOM TAX SOLUTIONS, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Denver	Co	United States	2	no
Denver	Co	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 8 of 10

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 10, 2026	$1.1B	$982M	18	17	1	n/a	n/a
2024	Feb 14, 2025	$614M	$553M	11	11	1	n/a	n/a
2023	Feb 20, 2024	$500M	$450M	11	11	2	n/a	n/a
2022	Feb 13, 2023	$353M	$353M	11	10	2	n/a	n/a
2021	Mar 3, 2022	$340M	$340M	9	7	2	n/a	n/a
2020	Feb 4, 2021	$242M	$221M	7	7	1	n/a	n/a
2019	Jan 16, 2020	$189M	$172M	6	6	1	n/a	n/a
2018	Jan 22, 2019	$136M	$122M	5	5	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
3	0	3	0.0%	1	0	0	4	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.1B	$614M	80.5%	$353M	46.5%	18	11	1	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
POTTER FINANCIAL SOLUTIONS, INC.	2	Jan 30, 2023	Nov 1, 2022	WESTMINSTER, CO	Team lift out	Other	100.0%
INDEPENDENT FINANCIAL PARTNERS	3	Apr 5, 2018	Apr 20, 2018	ENGLEWOOD, CO	Team lift out	RIA to new firm	0.7%

Relationships

Registered with (20)

← Elizabeth WilderAdvisorregistration: current employment
Aug 19, 2026 to presentfactForm ADV
← Aimee Sophie BurkeAdvisorregistration: current employment
May 8, 2026 to presentfactForm ADV
← DAVID BALDWIN MORGANAdvisorregistration: current employment
Jan 6, 2026 to presentfactForm ADV
← DERON DARRYL SWABYAdvisorregistration: current employment
Dec 4, 2025 to presentfactForm ADV
← COOPER BENEDICTAdvisorregistration: current employment
Oct 28, 2025 to presentfactForm ADV
← Luke Terwilliger LaFlamAdvisorregistration: current employment
Sep 9, 2025 to presentfactForm ADV
← Brea Anne HowardAdvisorregistration: current employment
May 16, 2025 to presentfactForm ADV
← Gabriel J PardueAdvisorregistration: current employment
May 1, 2024 to presentfactForm ADV
← Jamie Eleanor OlsonAdvisorregistration: current employment
Feb 17, 2023 to presentfactForm ADV
← Roger Damon SeglerAdvisorregistration: current employment
Dec 20, 2022 to presentfactForm ADV
← ROBERT BRUCE POTTERAdvisorregistration: current employment
Nov 1, 2022 to presentfactForm ADV
← JACKSON B POTTERAdvisorregistration: current employment
Nov 1, 2022 to presentfactForm ADV
← JEFFREY N WELTYAdvisorregistration: current employment
Jan 9, 2021 to presentfactForm ADV
← NICHOLAS ALLEN BURKEAdvisorregistration: current employment
May 13, 2019 to presentfactForm ADV
← AMANDA LEA ARTHURAdvisorregistration: current employment
Jan 22, 2019 to presentfactForm ADV
← DESIREE ANN SEGLERAdvisorregistration: current employment
May 1, 2018 to presentfactForm ADV
← MICHAEL GREGORY EUSTONAdvisorregistration: current employment
Apr 20, 2018 to presentfactForm ADV
← WILLIAM M MILLERAdvisorregistration: current employment
Apr 20, 2018 to presentfactForm ADV
← RICHARD Leonard HURLEYAdvisorregistration: current employment
Mar 30, 2018 to presentfactForm ADV
← Courtney Elizabeth FeemsterAdvisorregistration: previous registration
Sep 13, 2024 to Apr 4, 2025factForm ADV

Controls (2)

← EUSTON, MICHAEL, GREGORYOwnerMANAGING MEMBER, ownership code D, individual
Feb 26, 2018 to Oct 17, 2024factForm ADV
← HURLEY, RICHARD, LeonardOwnerCCO, MANAGING MEMBER, ownership code C, individual
Feb 26, 2018 to Oct 17, 2024factForm ADV

Moved with (1)

← INDEPENDENT FINANCIAL PARTNERSRegistered adviser3 advisors, team lift out
Apr 5, 2018 to Apr 20, 2018factForm ADV

Dated events

Occurred
Mar 9, 2026
Regulatory AUM changed
Heirloom Wealth Management Llc reported RAUM $1.1B, up 34% from $829.3M (2026-02-23 to 2026-03-09)
Form ADVobserved 6 days ago
$279M
Occurred
Feb 23, 2026
Regulatory AUM changed
Heirloom Wealth Management Llc reported RAUM $829.3M, up 35% from $614.1M (2025-10-16 to 2026-02-23)
Form ADVobserved 6 days ago
$215M
Occurred
Apr 4, 2025
Advisor changed firm
Courtney Elizabeth Feemster left Heirloom Wealth Management Llc for Charles Schwab & Co., Inc. (registered 2025-10-10)
Form ADVobserved 6 days ago
Occurred
Feb 20, 2024
Regulatory AUM changed
Heirloom Wealth Management Llc reported RAUM $500.4M, up 42% from $352.8M (2023-09-21 to 2024-02-20)
Form ADVobserved 6 days ago
$148M
Occurred
Jan 30, 2023
Team lift-out
2 advisors left Potter Financial Solutions, Inc. (Westminster, CO) for Heirloom Wealth Management LLC on the same day
Form ADVobserved 5 days ago
2 advisors
Occurred
Aug 13, 2020
Control person left
M William Miller (Member) no longer on Schedule A of Heirloom Wealth Management Llc (listed 2020-06-22, absent 2020-08-13)
Form ADVobserved 6 days ago
Occurred
Feb 26, 2018
First Form ADV filing
Heirloom Wealth Management Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6d0b8d85-1a5a-022e-d3c2-a3b3f8fd9707
First observed: Feb 26, 2018
Last observed: Apr 10, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds 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.

HEIRLOOM WEALTH MANAGEMENT LLC

CRD 292277

GREENWOOD VILLAGE, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6d0b8d85-1a5a-022e-d3c2-a3b3f8fd9707

Data as of Apr 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:26 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

RICHARD Leonard HURLEY

Certified Financial Planner

GREENWOOD VILLAGE, CO

MICHAEL GREGORY EUSTON

Certified Financial Planner|Chartered Financial Analyst

GREENWOOD VILLAGE, CO

WILLIAM M MILLER

n/a

GREENWOOD VILLAGE, CO

DESIREE ANN SEGLER

n/a

GREENWOOD VILLAGE, CO | ENGLEWOOD, CO

AMANDA LEA ARTHUR

n/a

GREENWOOD VILLAGE, CO

NICHOLAS ALLEN BURKE

n/a

Denver, CO | GREENWOOD VILLAGE, CO

n/a

JEFFREY N WELTY

Certified Financial Planner

GREENWOOD VILLAGE, CO | Denver, CO

ROBERT BRUCE POTTER

Certified Financial Planner

GREENWOOD VILLAGE, CO

JACKSON B POTTER

Certified Financial Planner

GREENWOOD VILLAGE, CO

Roger Damon Segler

n/a

GREENWOOD VILLAGE, CO

n/a

Jamie Eleanor Olson

Certified Financial Planner

GREENWOOD VILLAGE, CO

n/a

Gabriel J Pardue

Certified Financial Planner

GREENWOOD VILLAGE, CO

n/a

Brea Anne Howard

n/a

GREENWOOD VILLAGE, CO

n/a

Luke Terwilliger LaFlam

n/a

GREENWOOD VILLAGE, CO

n/a

COOPER BENEDICT

n/a

GREENWOOD VILLAGE, CO

n/a

DERON DARRYL SWABY

Certified Financial Planner

GREENWOOD VILLAGE, CO

DAVID BALDWIN MORGAN

Certified Financial Planner

GREENWOOD VILLAGE, CO

Aimee Sophie Burke

n/a

Denver, CO | GREENWOOD VILLAGE, CO

n/a

Elizabeth Wilder

n/a

GREENWOOD VILLAGE, CO

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

EUSTON, MICHAEL, GREGORY

MANAGING MEMBER

yes

06/2014

Apr 10, 2026

HURLEY, RICHARD, Leonard

CCO, MANAGING MEMBER

yes

01/2018

Apr 10, 2026

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CREIGHTON RETIREMENT PARTNERS

n/a

HEIRLOOM TAX SOLUTIONS, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Denver

United States

Denver

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 10, 2026

$1.1B

$982M

n/a

2024

Feb 14, 2025

$614M

$553M

n/a

2023

Feb 20, 2024

$500M

$450M

n/a

2022

Feb 13, 2023

$353M

n/a

2021

Mar 3, 2022

$340M

n/a

2020

Feb 4, 2021

$242M

$221M

n/a

2019

Jan 16, 2020

$189M

$172M

n/a

2018

Jan 22, 2019

$136M

$122M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.1B

$614M

80.5%

$353M

46.5%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

POTTER FINANCIAL SOLUTIONS, INC.

Jan 30, 2023

Nov 1, 2022

WESTMINSTER, CO

Team lift out

Other

100.0%

INDEPENDENT FINANCIAL PARTNERS

Apr 5, 2018

Apr 20, 2018

ENGLEWOOD, CO

Team lift out

RIA to new firm

0.7%