Gilpin Wealth Management LLC
● SEC registered since 2023CRD 311336SEC# 801-128788Golden, CO
Reg. AUM
$227.2M
Employees
4
Accounts
538
Location
Golden, CO
Gilpin Wealth Management LLC assets under management
Gilpin Wealth Management LLC is an SEC-registered investment adviser based in Golden, CO. The firm has been registered since 2023. It reports $227.2 million in regulatory assets under management and employs 4 people.
Gilpin Wealth Management LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony Kenneth McEahern Control | Managing Principal/Cco | Under 5% | 2021 |
| Copper Wealth, Inc. | Owner | 50-75% | 2021 |
| Gilpin Partners, Inc. | Owner | 50-75% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Gilpin Wealth Management LLC manage?
Gilpin Wealth Management LLC reports $227.2 million in regulatory assets under management on its Form ADV.
How many employees does Gilpin Wealth Management LLC have?
Gilpin Wealth Management LLC reports 4 employees.
Where is Gilpin Wealth Management LLC located?
Gilpin Wealth Management LLC is based in Golden, CO and has been SEC-registered since 2023.
Does Gilpin Wealth Management LLC disclose fund performance?
Gilpin Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 16398 West 51st Lane, Golden, CO 80403 |
| Phone | 720-893-2800 |
| Office hours | By Appt. Only |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$227.2M▲ 15%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 71%
Larger than 29% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$227.2Mregulatory AUM
Discretionary $227.2M