Cooper Benedict
Investment adviser representative at Heirloom Wealth Management LLC
11 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
11 years in the industry.
- Heirloom Wealth Management LLCJun 2025 to now
- Enterprise Bank and TrustMay 2024 to Aug 2024
- Depauw UniversitySep 2021 to Jun 2025
- Chaminade College Preparatory SchoolSep 2017 to Jun 2021
- UnemployedOct 2015 to Sep 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8181561
- Firm CRD
- 292277