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, SEC-registered advisory firm that positions itself as a capital allocator for both individuals/families and institutional clients. The firm provides a mix of financial planning, discretionary portfolio management for individuals and small businesses, pension consulting and the selection and oversight of outside managers. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, which supports both ongoing wealth management relationships and project-based planning work. Investment activity centers on public market strategies built from mutual funds and exchange-traded funds, supplemented by direct equity holdings. The firm also acts as a gatekeeper to external managers and third‑party funds when client objectives call for specialist exposure. Gilpin Wealth Management is not identified as an active ESG investor, and it holds discretionary authority over the entirety of the reported AUM.
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 1WILLIAM SHRIVER
President, Chief Investment OfficerCRD 3176403
Contacts
3 of 3JOHN 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 278Active vs passive
$98.3M in ETFs
88%
$86.9M
11%
$11.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI USA VALUE FACTOR ETF (VLUE) | BlackRock | Passive | Large Value | $5.3M | 37,267 | 5.39% |
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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