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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.

Find Heirloom Wealth Management employees' phone numbers or email addresses

Heirloom Wealth Management Global Highlights

Location
Employees

North America
28

Minus sign iconPlus sign icon
  • United States Of America
    28

Heirloom Wealth Management's Leadership

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

Heirloom Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Other
  • Business

Contact profiles from Heirloom Wealth Management

Name
Title
Contact
Location
Last Update
  • Co-Founder, Principal, Cio at Heirloom Wealth Management
    M. E.
    Co-Founder, Principal, Cio
    Mobile Phone
    Aug 19, 2026
  • Partner at Heirloom Wealth Management
    D. M.
    Partner
    Mobile Phone
    Jun 27, 2026
  • Private Wealth Manager, Partner at Heirloom Wealth Management
    J. P.
    Private Wealth Manager, Partner
    Mobile Phone
    Oct 21, 2024
  • Managing Partner at Heirloom Wealth Management
    W. M.
    Managing Partner
    Mobile Phone
    Oct 22, 2024
  • Trading & Compliance Manager at Heirloom Wealth Management
    A. A.
    Trading & Compliance Manager
    Mobile Phone
    Sep 19, 2026
  • Financial Advisor at Heirloom Wealth Management
    D. S.
    Financial Advisor
    Mobile Phone
    Jun 29, 2026

Frequently Asked Questions

What is Heirloom Wealth Management known for?

Minus sign iconPlus sign iconHeirloom Wealth Management was founded in 2014 and operates in the Financial Services industry. You can contact Heirloom Wealth Management's 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?

Minus sign iconPlus sign iconHeirloom Wealth Management employees' email format typically follows the pattern of First.Last@heirloomwm.com. 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?

Minus sign iconPlus sign iconHeirloom Wealth Management has approximately 25 employees as of September 2026. These team members are located across 1 continents, including North America.

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

Minus sign iconPlus sign icon

As of September 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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