David Baldwin Morgan
Investment adviser representative at Heirloom Wealth Management LLC
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Heirloom Wealth Management LLCJan 2026 to now
- Morganrosel Wealth Management, LLCDec 2017 to Feb 2026
- Purshe Kaplan Sterling InvestmentsNov 2017 to Feb 2025
- PksaNov 2017 to Dec 2017
- Morgan Stanley Smith BarneyFeb 2009 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (CO).
Heirloom Wealth Management LLC
$1.1BAssets managed
853Clients
19Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2914803
- Firm CRD
- 292277