Heirloom Wealth Management Management Team
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Heirloom Wealth Management
Summary
At Heirloom Wealth Management we focus on understanding and anticipating the unique needs and goals of individuals, families, and foundations. Our guidance assists clients in making informed decisions...Show more
Organization Website | heirloomwm.com |
Social Links |    |
Phone Number | 720-328-2877 |
Industries | |
Headquarters Location | 6400 S Fiddlers Green Circle, Greenwood Village, Colorado, 80111 US |
Employees Size | 10-50 employees |
Founded | 2014 |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 2000 | - | 1-10 | - | $- | |
| 2013 | - | 1-10 | - | $- | |
| 2010 | - | 1-10 | - | $- |
Employees Turnover 4 quarter 2025
Number of employees by department
Total number all of employee turnover
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Length of Employment
Employee tenure at Heirloom Wealth Management shows a diverse range of experience levels:
27% for 1–2 years27% for 3–4 years27% for 5–7 years9% for 8–10 years9% have over 11 years of service at Heirloom Wealth ManagementDiscover More
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Heirloom Wealth Management
Michael Euston
Co-Founder, President, CIO
Rick Hurley
President | Principal, Private Wealth Advisor
Angelia Archuleta
Trading & Compliance Manager
Kylan Bennabhaktula
Welath management Intern
Desiree Segler
Financial Advisor
Jeffrey Welty
Private Wealth Manager at Heirloom Wealth Management
Bree Howard
Private Wealth Manager
Luke Terwilliger La Flam
Associate Financial Advisor
Nick Burke
Private Wealth Manager
Bruce Potter
Private Wealth Manager, Partner
Celina Wescott
Client Administrator
Jamie Olson
Private Wealth Manager
Jackson Potter
Private Wealth Manager, Partner
Gabriel Pardue
Private Wealth Manager | Partner
Amanda Arthur
Director of Retirement Plan Services
Tosha McMahan
Client Services Manager
Cooper Benedict
Associate Financial Advisor
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FAQ
Heirloom Wealth Management operates in the Finance industries. More details can be found on the official website: heirloomwm.com.
The headquarters of Heirloom Wealth Management are located in Greenwood Village, United States.
You can contact Heirloom Wealth Management by phone at 720-328-2877.
Heirloom Wealth Management currently employs 10-50 people.
Well-known competitors of Heirloom Wealth Management include Belleair Wealth Management, JEM Wealth Management and Privada Wealth Management.
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