Amanda Lea Arthur
Investment adviser representative at Heirloom Wealth Management LLC
12 yearsExperience
1 stateRegistered in
$1.1BFirm assets
8 yearsFirm in business
Are you Amanda Lea Arthur? Claim your profile
Contact this firm
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
12 years in the industry.
- Heirloom Wealth Management, LLCJan 2019 to now
- Kestra Financial Services, Inc.Apr 2016 to Mar 2018
- Creighton Retirement PartnersFeb 2014 to Apr 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser 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
- 4421555
- Firm CRD
- 292277