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AA

Amanda L. Arthur

HEIRLOOM WEALTH MANAGEMENT LLC
GREENWOOD VILLAGE, CO 80111
Some features on this profile are disabled
CRD#: 4421555
AA

Professional summary

Amanda Lea Arthur, AIF®, who also goes by Amanda L Arthur, Amanda Lea Mooney, Amanda L Mooney, is a registered financial advisor currently at HEIRLOOM WEALTH MANAGEMENT LLC located in Greenwood Village, Colorado.

Amanda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Amanda has worked at 11 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Amanda L Arthur | Amanda Lea Mooney | Amanda L Mooney

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amanda Lea Arthur's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
AIF®

Accredited Investment Fiduciary

Experience

Current

January 22, 2019 - Present

HEIRLOOM WEALTH MANAGEMENT LLC

Office #1: 6400 S Fiddlers Green Circle Suite 1970, Greenwood Village, CO 80111
RIA
CRD#: 292277
GREENWOOD VILLAGE, CO
Past

January 13, 2022 - April 2, 2025

CREIGHTON RETIREMENT PARTNERS

RIA
CRD#: 289943
DENVER, CO
Past

June 8, 2018 - December 31, 2021

CREIGHTON RETIREMENT PARTNERS

RIA
CRD#: 289943
DENVER, CO
Past

April 18, 2016 - March 1, 2018

KESTRA ADVISORY SERVICES, LLC

RIA
CRD#: 283330
Denver, CO
Past

September 11, 2014 - September 22, 2016

KESTRA INVESTMENT SERVICES, LLC

RIA
CRD#: 42046
Denver, CO
Past

September 11, 2014 - March 1, 2018

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
Denver, CO
Past

March 30, 2010 - September 25, 2012

BEHR HOLDINGS 1, LTD.

RIA
CRD#: 112558
LITTLETON, CO
Past

June 10, 2008 - September 12, 2014

FINANCIAL TELESIS INC

RIA
CRD#: 31012
DENVER, CO
Past

June 10, 2008 - September 12, 2014

FINANCIAL TELESIS INC

BD
CRD#: 31012
DENVER, CO
Past

October 2, 2007 - June 30, 2008

1ST DISCOUNT BROKERAGE, INC.

RIA
CRD#: 39164
LITTLETON, CO
Past

January 30, 2007 - June 30, 2008

1ST DISCOUNT BROKERAGE, INC.

BD
CRD#: 39164
LITTLETON, CO
Past

March 17, 2004 - November 13, 2006

UNITED SECURITIES ALLIANCE, INC.

BD
CRD#: 36487
LITTLETON, CO
Past

March 1, 2004 - December 31, 2005

UNITED SECURITIES ALLIANCE, INC.

RIA
CRD#: 36487
LITTLETON, CO
Past

August 28, 2002 - March 21, 2003

MSI FINANCIAL SERVICES, INC.

RIA
CRD#: 14251
ADDISON, TX
Past

August 3, 2002 - March 21, 2003

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

August 3, 2002 - March 21, 2003

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA
Past

December 12, 2001 - August 2, 2002

SECURIAN FINANCIAL SERVICES, INC.

RIA
CRD#: 15296
IRVING, TX
Past

August 3, 2001 - August 2, 2002

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
ST. PAUL, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HW
HEIRLOOM WEALTH MANAGEMENT LLC
HEIRLOOM WEALTH MANAGEMENT LLC

CRD#: 292277 / SEC#: 801-112707

RIA
Registered Investment Advisory firm - (3/30/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Colorado
(1/22/2019)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/12/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/10/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 3/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 8/2/2001
Investment Company Products/Variable Contracts Representative Examination

Current Firm

HW
HEIRLOOM WEALTH MANAGEMENT LLC
HEIRLOOM WEALTH MANAGEMENT LLC

CRD#: 292277 / SEC#: 801-112707

RIA
Registered Investment Advisory firm - (3/30/2018 Approved)
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Contact information

Main Address
6400 S Fiddlers Green Circle Suite 1970, Greenwood Village, CO 80111
Mailing Address
Phone number
(720) 328-2877
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (13 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (8/19/2025)

Regulatory assets under management

Total Number of Accounts1,800
AUM (Assets Under Management)$ 614,050,256

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

HEIRLOOM WEALTH MANAGEMENT LLC

CRD#: 292277Greenwood Village, CO 80111

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