Overview
Assets Under Management: $197 million
Headquarters: DENVER, CO
High-Net-Worth Clients: 68
Average Client Assets: $2 million
Frequently Asked Questions
GILPIN WEALTH MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #311336), GILPIN WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
GILPIN WEALTH MANAGEMENT LLC is headquartered in DENVER, CO.
GILPIN WEALTH MANAGEMENT LLC serves 68 high-net-worth clients according to their SEC filing dated January 29, 2025. View client details ↓
According to their SEC Form ADV, GILPIN WEALTH MANAGEMENT LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
GILPIN WEALTH MANAGEMENT LLC manages $197 million in client assets according to their SEC filing dated January 29, 2025.
According to their SEC Form ADV, GILPIN WEALTH MANAGEMENT LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 68
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.25
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 522
Discretionary Accounts: 522
Regulatory Filings
CRD Number: 311336
Last Filing Date: 2025-01-29 00:00:00
Website: https://gilpinwealth.com