PPrivate Fund Data Log in Join · $37/mo

Gilpin Wealth Management LLC

● SEC registered since 2023CRD 311336SEC# 801-128788Golden, CO
Export (members)
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
NameTitleOwnershipSince
Anthony Kenneth McEahern ControlManaging Principal/CcoUnder 5%2021
Copper Wealth, Inc.Owner50-75%2021
Gilpin Partners, Inc.Owner50-75%2021
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently 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

Address16398 West 51st Lane, Golden, CO 80403
Phone720-893-2800
Office hoursBy Appt. Only
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$227.2M
Non-discretionary$0
Total (RAUM)$227.2M