Cooper Benedict

Current Employers

Heirloom Wealth Management Llc

6400 S Fiddlers Green Circle Suite 1970, Greenwood Village, CO 80111 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2025-10-28

CO RA
APPROVED

Since 2025-10-28

Branch Locations

6400 S Fiddlers Green Circle Suite 1970, Greenwood Village, CO 80111 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Enterprise Bank And Trust	St Louis	MO	05/2024	08/2024
Heirloom Wealth Management Llc	Denver	CO	06/2025	Present
Depauw University	Greencastle	IN	09/2021	06/2025
Chaminade College Preparatory School	Frontenac	MO	09/2017	06/2021
Unemployed	Unemployed	MO	10/2015	09/2017

05/2024 → 08/2024

Enterprise Bank And Trust

St Louis, MO
06/2025 → Present

Heirloom Wealth Management Llc

Denver, CO
09/2021 → 06/2025

Depauw University

Greencastle, IN
09/2017 → 06/2021

Chaminade College Preparatory School

Frontenac, MO
10/2015 → 09/2017

Unemployed

Unemployed, MO

Other Businesses

2026 - Heirloom Tax Solutions, LLC Consultant- At Reported Business Location(s) - less than 10 Hours Per Month, Provides tax planning and coordination, receives compensation

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-10-23

S65 Uniform Investment Adviser Law Examination

2025-10-23

View on SEC IAPD

Current Employers

Heirloom Wealth Management Llc

Disclosures

Employment History

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

Reviews