What departments does Heirloom Wealth Management have?

Heirloom Wealth Management has employees across 1 departments including Banking.

What is the largest department at Heirloom Wealth Management?

The largest department at Heirloom Wealth Management is Banking with 1 employees.

Where are Heirloom Wealth Management employees located globally?

Heirloom Wealth Management has employees across 1 continents and 1 countries including United States Of America.

How has Heirloom Wealth Management's team size changed over time?

Heirloom Wealth Management's team has grown from approximately 18 to 19 employees based on available data.

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Heirloom Wealth Management Employee Directory

Financial ServicesColorado, United States11-50 Employees

Heirloom Wealth Management is a financial services firm that provides asset management guidance and planning to individuals, families, and foundations. The company emphasizes understanding client goals to help with growth and preservation of assets and estates, aiming to build lasting relationships through trust and attentive service. As an SEC-registered investment adviser, its investment advisory services are offered through Heirloom Wealth Management LLC, with securities provided by a separate broker/dealer. The firm operates from Greenwood Village, Colorado, and maintains a professional focus on aligning portfolios with each client’s objectives through a detailed planning process. A recent development noted in public records is the firm’s investment in a stake in CION Investment in early 2022.

Heirloom Wealth Management Global Highlights

North America
28

United States Of America
28

Heirloom Wealth Management's Leadership

M. E.
Co-Founder, Principal, Cio
Mobile Phone
Email
D. M.
Partner
Mobile Phone
Email
J. P.
Private Wealth Manager, Partner
Mobile Phone
Email
W. M.
Managing Partner
Mobile Phone
Email
A. A.
Trading & Compliance Manager
Mobile Phone
Email
D. S.
Financial Advisor
Mobile Phone
Email

Heirloom Wealth Management Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other
Business

Contact profiles from Heirloom Wealth Management

Name

Title

Contact

Location

Last Update

M. E.
Co-Founder, Principal, Cio
Mobile Phone
Email
Jun 09, 2026
D. M.
Partner
Mobile Phone
Email
Jun 27, 2026
J. P.
Private Wealth Manager, Partner
Mobile Phone
Email
Oct 21, 2024
W. M.
Managing Partner
Mobile Phone
Email
Oct 22, 2024
A. A.
Trading & Compliance Manager
Mobile Phone
Email
Jul 29, 2026
D. S.
Financial Advisor
Mobile Phone
Email
Jun 29, 2026

Frequently Asked Questions

What is Heirloom Wealth Management known for?

Heirloom Wealth Management was founded in 2014 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-720-328-****

. Explore Heirloom Wealth Management's company overview page for more information.

What is Heirloom Wealth Management's most common email format?

Heirloom Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Heirloom Wealth Management email formats with LeadIQ.

How many employees does Heirloom Wealth Management have currently?

Heirloom Wealth Management has approximately 24 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Heirloom Wealth Management's key employees and leadership?

As of July 2026, Heirloom Wealth Management's key employees include:

Co-Founder, Principal, Cio: M. E.
Partner: D. M.
Private Wealth Manager, Partner: J. P.
Managing Partner: W. M.
Trading & Compliance Manager: A. A.

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Heirloom Wealth Management Employee Directory

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