Heirloom Wealth
Heirloom Wealth Management, LLC Finance iPhoneiPadiPod touch
Heirloom Wealth is a free Finance app for iPhone and iPad by Heirloom Wealth Management, LLC. Rated 5.0/5 from 2 ratings. Requires iOS 15.6.
- Rating
- 5.0
- 2 ratings
- Price
- Free
- on the App Store
- Size
- 61 MB
- Age 4+
- Updated
- Feb 13
- 2026 · v5.22.2
Screenshots
About Heirloom Wealth
This Mobile app allows you to view account information, balances and positions
What’s new
Version 5.22.2 · Updated February 13, 2026
- Transactions changing to activity tab for managed accounts - Positions changing to allocation tab for managed accounts - Household info section in settings - Biometrics improvement - Performance bar chart - Net worth legend and portfolio graph optimization - Bug fixes
App privacy
The developer, Heirloom Wealth Management, LLC, reported these privacy practices to Apple.
Data Linked to You
The following data, which may be collected and linked to your identity, may be used for the following purposes:
- Usage Data: Product Interaction
- Financial Info: Other Financial Info
- Contact Info: Email Address
- Identifiers: User ID, Device ID
- Diagnostics: Crash Data, Performance Data
Used for: Product Personalization, App Functionality, Other Purposes
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| App | Rating | Price | Last updated | Compare |
|---|---|---|---|---|
| Heirloom Wealth | 5.0 / 5 (2 ratings) | Free | February 13, 2026 | |
| AMG Mobile for Bus | – | Free | Sep 21, 2026 | Compare |
| Selfcare HSA | 5.0 / 5 (4) | Free | Oct 9, 2026 | Compare |
| Westminster FCU | 5.0 / 5 (48) | Free | Jun 10, 2026 | Compare |
| Altoo | – | Free | Oct 26, 2026 | Compare |
| Play Money: Angel Investing | 5.0 / 5 (4) | Free | Oct 25, 2026 | Compare |
| Visionary Card | 5.0 / 5 (4) | Free | Jul 21, 2025 | Compare |
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