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Private Wealth Daily
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The Lean 100 · 2026 edition
No.37
Heirloom Wealth Management logo

Heirloom Wealth Management

Greenwood Village, CO · Firm website

122%AUM growth, 2024 to 2026
$1.11BAUM in the 2026 filing
36%client growth
18people at the firm

AUM by filing

$353M2023
$500M2024
$614M2025
$1.11B2026

Clients by filing

4622023
6262024
6722025
8532026

Key people

  • Mike EustonFounder & CIOOwner · 8 years at the firm
    in
  • Rick HurleyCFO & CCOOwner · 9 years at the firm
    in
  • David MorganFounding Partner1 year at the firm
    in
  • Mike MillerManaging Partner8 years at the firm
    in

Against the list

  • MeasureThis firmList median
  • AUM growth122%104%
  • Client growth36%43%
  • People187
  • AUM per person$61.6M$49.7M

Rank by measure

  • Official rankNo. 37122%
  • Client growthNo. 5836%
  • AUM added per personNo. 40$33.8M
  • AUM per personNo. 37$61.6M
← No. 36 Cross Border WealthNo. 38 Legacy Wealth Management →
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Heirloom Wealth Management: No. 37 on The Lean 100 (2026) — Private Wealth Daily