Robert Bruce Potter

Employer firm

Heirloom Wealth Management LLC CRD 292277

$1.11B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting

From the firm’s Form ADV. Read the guides:

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
TX	RA	APPROVED	2022-11-02
CO	RA	APPROVED	2022-11-01

TX RA
APPROVED

Since 2022-11-02
CO RA
APPROVED

Since 2022-11-01

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
Potter Financial Performance	Westminster	CO	03/1994	06/2023
Heirloom Wealth Management Llc.	Denver	CO	10/2022	Present

03/1994 → 06/2023

Potter Financial Performance

Westminster, CO
10/2022 → Present

Heirloom Wealth Management Llc.

Denver, CO

Previous Registrations

1999-01-01 → 2023-01-30

Potter Financial Solutions, Inc.

Westminster, CO

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
S63	Uniform Securities Agent State Law Examination	1983-06-30

S63 Uniform Securities Agent State Law Examination

1983-06-30

Designations

Certified Financial Planner

Other Names

Robert Bruce Potter

View on SEC IAPD