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The fee is billed in arrears and is negotiable.","source":"PART 2A BROCHURE, filed 9 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Heirloom Wealth Management use?","answer":"Heirloom Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $911M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Heirloom Wealth Management have?","answer":"Heirloom Wealth Management has 17 investment adviser representatives registered with state securities authorities, out of 18 employees, and 17 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Heirloom Wealth Management invest in?","answer":"At the end of its last fiscal year, Heirloom Wealth Management’s separately managed accounts held 61% registered funds (mutual funds, ETFs, BDCs), 32% exchange-traded equities, 5% cash and equivalents and 1% non-exchange-traded equities.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Heirloom Wealth Management?","answer":"Heirloom Wealth Management’s direct owners are Richard Hurley (25% to 50%) and Michael Euston (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 10 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Heirloom Wealth Management get paid?","answer":"Heirloom Wealth Management is paid through a percentage of assets under management and fixed fees. 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