Heirloom Wealth Management LLC

Heirloom Wealth Management LLC (CRD# 292277) is a financial advisory firm headquartered in Greenwood Village, CO. They manage $500,393,345 in 1,611 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
8400 E Prentice Avenue, Suite 1115, Greenwood Village, CO 80111
https://www.facebook.com/heirloomw/
By the Numbers
  • Total Assets Under Management
    500
    MILLION
  • Total Number of Accounts
    1,611
    ACCOUNTS
  • Average Account Value
    $310,610
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, KS, LA, NE, NY, OR, TN, TX, WY

Financial Advisors at Heirloom Wealth Management LLC
Showing 11 - 11 of 11 top financial advisors.
11
Roger Segler, financial advisor Greenwood Village CO
Roger D. Segler
CRD#: 7666435
8400 E Prentice Avenue, Suite 1115, Greenwood Village, CO 80111

Roger Segler (CRD# 7666435) is an Investment Advisor Representative working at Heirloom Wealth Management LLC in Greenwood Village, CO and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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