Heirloom Wealth Management
Heirloom Wealth Management LLC is a Colorado-based, SEC-registered investment advisory firm founded in 2018 and headquartered in Greenwood Village, CO. The firm serves individuals (including high net worth), pension and profit sharing plans, and charitable organizations, managing portfolios in-house and emphasizing performance verification through third-party audits. It employs approximately 11 staff, including investment professionals, and provides personalized wealth management and family office consulting.
Investment Strategy
Heirloom Wealth Management employs in-house portfolio management with a focus on tax efficiency and cost reduction for clients. The firm uses audited models and aims for consistent outperformance against industry benchmarks and top-rated funds. Their strategies are tailored to client risk tolerance and objectives, with regular third-party verification by The Spaulding Group, ensuring transparency and integrity. They mainly serve individuals, including high-net-worth clients, and qualified plans, focusing on building portfolios suited to clients’ long-term goals and life stages.
Top Holdings
Equity Positions (43)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFIP | DIMENSIONAL ETF TRUST | 10.85% | $41.1M | 983,348 | $41.17 | $41.81 | -$2.1M |
B BOND | PIMCO ETF TR | 10.76% | $40.8M | 442,263 | $92.18 | $92.18 | +$40.8M |
N NVDA | NVIDIA CORPORATION | 8.05% | $30.5M | 192,885 | $74.93 | $157.99 | +$9.7M |
M MSFT | MICROSOFT CORP | 7.03% | $26.6M | 53,514 | $260.63 | $497.41 | +$6.5M |
V V | VISA INC | 6.45% | $24.4M | 68,826 | $219.63 | $355.05 | +$246.7K |