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William M Miller

Heirloom Wealth Management LLC

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About William M Miller

William Miller is an Investment Advisor Representative at Heirloom Wealth Management LLC in Greenwood Village, CO. William has been in the industry for over 8 years. He is registered with the state of Colorado. William has experience working with individuals, high-net-worth individuals, pension and profit sharing plans, corporations or other businesses, and charitable organizations. His previous employers include LPL Financial LLC and Wells Fargo Advisors, LLC. William holds a Series 7, Series 66, and a SIE. William is a managing member of Magellan Capital, LLC, a company that provides bookkeeping and payroll services. William is also a licensed health and life insurance agent in Colorado.

Firm Information

William Miller is currently registered with Heirloom Wealth Management LLC. Heirloom Wealth Management LLC is an investment advisor based in Greenwood Village, Colorado, with approximately $614 million in assets under management. The firm serves a diverse client base, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Their services encompass financial planning, pension consulting, and portfolio management for individuals. Heirloom Wealth Management LLC prides itself on providing customized financial solutions tailored to meet the unique needs of their clients.
Heirloom Wealth Management LLC

6400 S FIDDLERS GREEN CIRCLE

GREENWOOD VILLAGE, CO 80111

$614.05M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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William Miller’s Registration & Firm History

CO

04/20/2018 - Present

Heirloom Wealth Management LLC (GREENWOOD VILLAGE CO)

CA

06/20/2014 - 04/09/2018

LPL FINANCIAL LLC (TORRANCE CA)

CO

11/06/2010 - 07/18/2014

WELLS FARGO ADVISORS, LLC (LAKEWOOD CO)

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Licenses & Designations

BOTH

Issued 12/28/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/09/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/05/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William M Miller.
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