Gilpin Wealth Management LLC
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
FINTRXOverview
Gilpin Wealth Management LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2023. The firm identifies itself as a capital allocator and serves both individual and family clients as well as institutional accounts. Ownership is listed as a mix of individual and domestic-entity ownership. The firm provides financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of outside advisers. Its fee arrangements include a percentage-of-AUM component as well as hourly and fixed-fee billing. Gilpin does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds51%
- Exchange Traded Equities36%
- Cash & Cash Equivalents6%
- Investment Grade Corp Bonds3%
- US Government Bonds1%
Owners & executives
1 of 1
William Shriver
President, Chief Investment OfficerCRD 3176403
Contacts
3 of 3
John Glasman
Managing PartnerCRD 2323660
Anthony Mceahern
Managing PartnerCRD 4494265
Brooks Rarden
Senior AdvisorCRD 2624322
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 292Active vs passive
$112M in ETFs
88%
$98.4M
11%
$13.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI USA VALUE FACTOR ETF (VLUE) | BlackRock | Passive | Large Value | $4.6M | 22,840 | 4.08% |
Location
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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