Gorham Wealth Management, LLC
RIAState Registered
Total AUM
$14.4M
Discretionary
$14.4M
100% of AUM
Avg account
$576K
Accounts
25
Employees
1
Advisory reps
1
Firm details
- Headquarters
- Golden, Colorado
- CRD number
- 159606
- Website
- gorhamfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI79.17%
- Individuals20.83%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Gorham Wealth Management, LLC is an independent RIA serving individuals and families. Its advisory work includes financial planning, portfolio management for individuals and small businesses, and selecting other advisers. The firm charges percentage-of-assets, hourly, and fixed fees. The firm is based on individual ownership and acts as a capital allocator. It is registered in Colorado.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities40%
- Public Funds/Mutual Funds37%
- US Government Bonds5%
- State & Local Bonds5%
- Investment Grade Corp Bonds5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 602 Park Point Dr
- Time zone
- MT (UTC-7)
- Office locations
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