Company Information

Get to know Magellan Financial, Inc., Heirloom Wealth Management, Wells Fargo Financial Network

Heirloom Wealth Management is an independent financial services firm based in Grand Rapids, Michigan. The firm's mission is to guide clients toward financial independence through comprehensive wealth management services, including investment planning, retirement planning, and legacy planning. While operating as an independent entity under its own brand, Heirloom Wealth Management offers its investment products and services through Wells Fargo Advisors Financial Network, LLC (WFAFN), utilizing its platform for brokerage, compliance, and asset custody. This structure allows them to provide personalized client service while leveraging the resources of a major financial institution.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Magellan Financial, Inc., Heirloom Wealth Management, Wells Fargo Financial Network

United States

Founded in

2011 (15 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

Security Information :

BVI FSC

Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.