Unclaimed Profile

Richard Leonard Hurley

HEIRLOOM WEALTH MANAGEMENT LLC·GREENWOOD VILLAGE, Colorado

SIE, Series 7, Series 66CFPClean record11 years registeredHEIRLOOM WEALTH MANAGEMENT LLC

6400 S FIDDLERS GREEN CIRCLE, GREENWOOD VILLAGE, CO 80111CRD# 6481695Firm CRD# 292277

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Richard Leonard Hurley · GREENWOOD VILLAGE, CO

Registration

CRD #6481695 · HEIRLOOM WEALTH MANAGEMENT LLC · 11 years registered

Brand Profile

Not yet started

Career History

HEIRLOOM WEALTH MANAGEMENT LLC

Mar 2018 – present

INDEPENDENT FINANCIAL PARTNERS

Aug 2015 – Apr 2018

ENGLEWOOD, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · August 4, 2015

Years registered · 11

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HEIRLOOM WEALTH MANAGEMENT LLC

CRD 292277 · SEC 801-112707

AUM

$500M

Regulatory assets under management

Employees

1,611 client accounts

Services offered by HEIRLOOM WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HEIRLOOM WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Richard Leonard Hurley offer?

Richard Leonard Hurley specializes in Financial Planning, Investment Management. Contact their office in GREENWOOD VILLAGE, Colorado for a consultation.

What are Richard Leonard Hurley's credentials?

Richard Leonard Hurley holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Richard Leonard Hurley located?

Richard Leonard Hurley is based in GREENWOOD VILLAGE, Colorado, working with HEIRLOOM WEALTH MANAGEMENT LLC. Their office serves clients in the GREENWOOD VILLAGE metropolitan area and surrounding communities.

How does Richard Leonard Hurley charge for services?

Richard Leonard Hurley's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HEIRLOOM WEALTH MANAGEMENT LLC?

HEIRLOOM WEALTH MANAGEMENT LLC has approximately 11 employees and manages $500M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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