Unclaimed Profile

William M Miller

HEIRLOOM WEALTH MANAGEMENT LLC·GREENWOOD VILLAGE, Colorado

SIE, Series 7, Series 66Clean record15 years registeredHEIRLOOM WEALTH MANAGEMENT LLC

8400 E PRENTICE AVENUE, GREENWOOD VILLAGE, CO 80111CRD# 5847941Firm CRD# 292277

Profile Verification

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

Identity

William M Miller · GREENWOOD VILLAGE, CO

Registration

CRD #5847941 · HEIRLOOM WEALTH MANAGEMENT LLC · 15 years registered

Brand Profile

Not yet started

Career History

HEIRLOOM WEALTH MANAGEMENT LLC

Apr 2018 – present

INDEPENDENT FINANCIAL PARTNERS

May 2015 – Apr 2018

ENGLEWOOD, CO

LPL FINANCIAL LLC

Jun 2014 – Dec 2016

TORRANCE, CA

WELLS FARGO ADVISORS, LLC

Jan 2011 – Jul 2014

LAKEWOOD, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · January 1, 2011

Years registered · 15

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 William M Miller offer?

William M Miller specializes in Financial Planning, Investment Management. Contact their office in GREENWOOD VILLAGE, Colorado for a consultation.

What are William M Miller's credentials?

William M Miller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William M Miller located?

William M Miller 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 William M Miller charge for services?

William M Miller'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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