Heirloom Wealth Management Llc
- Regulatory AUM
- $1.1B
- Discretionary
- $982M
- Clients
- 853
- Avg AUM / client
- $1.3M
- Accounts
- 2,509
- Employees
- 18
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 575 | $242M | 21.8% |
| High net worth individuals | 254 | $731M | 65.9% |
| Pension and profit sharing plans | 15 | $124M | 11.1% |
| Charitable organizations | 4 | $7.0M | 0.64% |
| Corporations and other businesses | 5 | $5.1M | 0.46% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Zap Engineering & Construction Services, Inc. 401(k) Plan Zap Engineering & Construction Services, Inc. | 2024 |
People (18)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Gregory Euston | Managing Member | CFP CFA | Jun 2014 (12y) | 50% – 75% |
| Richard Leonard Hurley | Cco, Managing Member | CFP | Jan 2018 (9y) | 25% – 50% |
| William M Miller | Registered representative | Apr 2018 (8y) | ||
| Desiree Ann Segler | Registered representative | May 2018 (8y) | ||
| Amanda Lea Arthur | Registered representative | Jan 2019 (8y) | ||
| Nicholas Allen Burke | Registered representative | May 2019 (7y) | ||
| Jeffrey N Welty | Registered representative | CFP | Jan 2021 (6y) | |
| Jackson B Potter | Registered representative | CFP | Nov 2022 (4y) | |
| Robert Bruce Potter | Registered representative | CFP | Nov 2022 (4y) | |
| Roger Damon Segler | Registered representative | Dec 2022 (4y) | ||
| Jamie Eleanor Olson | Registered representative | CFP | Feb 2023 (3y) | |
| Gabriel J Pardue | Registered representative | CFP | May 2024 (2y) | |
| Brea Anne Howard | Registered representative | May 2025 (1y) | ||
| Luke Terwilliger La Flam | Registered representative | Sep 2025 (1y) | ||
| Cooper Benedict | Registered representative | Oct 2025 (1y) | ||
| Deron Darryl Swaby | Registered representative | CFP | Dec 2025 (1y) | |
| David Baldwin Morgan | Registered representative | CFP | Jan 2026 (1y) | |
| Aimee Sophie Burke | Registered representative | May 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Zap Engineering & Construction Services, Inc. 401(k) Plan | Zap Engineering & Construction Services, Inc. | 225 | $15.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/10/2026 | 905 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $911M (82% of AUM) Apr 2026
- Fidelity Brokerage Services $47.7M (6% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 10, 2026.
View current Form ADV (SEC/IAPD) ↗