Elizabeth Wilder
Investment adviser representative at Heirloom Wealth Management LLC
10 yearsExperience
1 stateRegistered in
$1.1BFirm assets
8 yearsFirm in business
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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
10 years in the industry.
- Heirloom Wealth Management LLCAug 2026 to now
- UBS Financial Services Inc.Aug 2025 to Aug 2026
- Jeffco Public SchoolsSep 2020 to May 2025
- Wealthplan PartnersJul 2016 to Jul 2022
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 5505088
- Firm CRD
- 292277