Gilpin Wealth Management LLC

RIASEC Registered
Total AUM
$227M
Discretionary
$227M
100% of AUM
Avg account
$422K
Accounts
538
Employees
4
Advisory reps
4

Firm details

Headquarters
Golden, Colorado
CRD number
311336
Registered since
September 25, 2023
Website
www.gilpinwealth.com
Custodians
CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI81.23%
  • Individuals14.08%
  • Corporations / Businesses1.85%
  • Charitable Organizations1.77%
  • Pension & Profit Sharing Plans0.54%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Gilpin Wealth Management LLC is an independent, SEC-registered investment adviser (registered in 2023) that serves individuals, families and institutional clients. The firm operates as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, pension consulting and manager selection. Its fee arrangements include AUM-based fees, hourly charges and fixed fees. Gilpin is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 51%, Exchange Traded Equities 36%, Cash & Cash Equivalents 6%, Investment Grade Corp Bonds 3%, US Government Bonds 1%, State & Local Bonds 1%, Derivatives 1%, Other 1%51%
  • Public Funds/Mutual Funds51%
  • Exchange Traded Equities36%
  • Cash & Cash Equivalents6%
  • Investment Grade Corp Bonds3%
  • US Government Bonds1%

Owners & executives

1 of 1
  • William Shriver

    William Shriver

    President, Chief Investment OfficerCRD 3176403

Contacts

3 of 3
  • John Glasman

    John Glasman

    Managing PartnerCRD 2323660

  • Anthony Mceahern

    Anthony Mceahern

    Managing PartnerCRD 4494265

  • Brooks Rarden

    Brooks Rarden

    Senior AdvisorCRD 2624322

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 290

Active vs passive

$114M in ETFs

Passive

88%

$99.6M

Active

11%

$14M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI)VanguardPassiveLarge Blend$4.4M11,6313.83%
Unlock additional holdings →

Location

Primary office

Golden, CO

Jefferson

Location

Golden, CO

Headquartered in Golden, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
Jefferson
Address
16398 W 51st Ln
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth