Aimee Sophie Burke
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 LLCApr 2026 to now
- Pros, Inc.Nov 2021 to Apr 2026
- EverymundoJun 2017 to Nov 2021
- Southeast Missouri State UniversitySep 2015 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser 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
- 8240593
- Firm CRD
- 292277