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GILPIN WEALTH MANAGEMENT LLC
CRD 311336 · SEC 801-128788
16398 WEST 51ST LANE, GOLDEN, CO, 80403, United States
Phone
720-893-2800
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$227.2M
Discretionary AUM
$227.2M
Team
4 total employees; 4 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 90 | $32.0M |
| High net worth individuals | 79 | $184.6M |
| Pension/profit sharing plans | 2 | $1.2M |
| Charitable organizations | 1 | $4.0M |
| Corporations/business entities | 9 | $4.2M |
States served
CA, CO, NV, MO, TX
All web addresses on file
Official SEC filing: View on IAPD