# Heirloom Wealth

> Mobile app for viewing financial account information, balances, and positions. (iPhone/iPad app by Heirloom Wealth Management, LLC.)

- Source: https://appshunter.io/ios/app/heirloom-wealth/id1343354290 (this page in markdown: same URL + `.md`)
- Developer: [Heirloom Wealth Management, LLC](https://appshunter.io/developer/1343354289)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 2 App Store ratings
- Age rating: 4+
- Requires: iOS 15.6 · 61 MB
- Languages: American English
- Released: 2018-02-02
- Data updated: 2026-06-01
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/heirloom-wealth/id1343354290/reviews.md

## What is Heirloom Wealth?

This Mobile app allows you to view account information, balances and positions

## Key features

- View account information
- Check balances
- Monitor positions
- Mobile access


## Frequently asked questions about Heirloom Wealth

### What is Heirloom Wealth?

Heirloom Wealth is a mobile application designed to allow users to view their account information, balances, and investment positions conveniently on their mobile devices.

### Is Heirloom Wealth free to use?

Yes, Heirloom Wealth is available for free. The app is listed as free with no mention of in-app purchases or subscription fees.

### What devices support Heirloom Wealth?

Heirloom Wealth is supported on iPhone, iPad, and iPod devices. It is designed for the Apple ecosystem.

### How secure is Heirloom Wealth?

While specific security features are not detailed, financial applications typically employ robust security measures to protect user data. Users should always ensure their device is secure and use strong passwords.

### How often is Heirloom Wealth updated?

The app's latest version is 5.22.2, last updated on February 13, 2026. This indicates a commitment to regular updates and maintenance.

### What is the age rating for Heirloom Wealth?

Heirloom Wealth has an age rating of 4+, making it suitable for users of all ages. This rating suggests no mature content is present.

### Does Heirloom Wealth have ads?

No, Heirloom Wealth does not contain advertisements. The app is listed as free and has no ads, providing an uninterrupted user experience.

### What kind of financial information can I view?

You can view your account information, including your current balances and investment positions. This allows for easy monitoring of your financial status.

## Version history (last 4 releases)

### 5.22.2 — 2026-02-13

- 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

### 4.4.0 — 2021-08-31

Bug fixes and performance updates

### 4.1.0 — 2018-06-19

Updates to available integrations

### 4.0.0 — 2018-02-02

No release notes.

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## Related topics

[heirloom llc](https://appshunter.io/ios/topics/heirloom-llc) · [heirloom partners llc](https://appshunter.io/ios/topics/heirloom-partners-llc)

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-01.*