GILPIN WEALTH MANAGEMENT LLC

Adviser information for GILPIN WEALTH MANAGEMENT LLC last updated from Form ADV on February 14th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Colorado, United States

Employees

Total Number of Employees 4
Investment Advisory/Research 4
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 4
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 461 $171.2M
Non-Discretionary 0 $0
Total 461 $171.2M

Clients

Type Number RAUM
Individuals 82 $48.5M
HNW Individuals 63 $118.5M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans <5 $590,575
Charitable organizations <5 $1.2M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 6 $2.3M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 1
No. of Financial Planning Clients 1-10

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-128788
SEC ERA File Number 801-128788
SEC CIK Numbers None
SEC CRD Numbers 311336
Legal Entity Identifier None

Principal Office

50 SOUTH STEELE STREET
SUITE 501
DENVER
CO
United States
BY APPT ONLY, BY APPT. ONLY
Tel: 720-893-2800, Fax: None

Chief Compliance Officer

ANTHONY MCEAHERN
MANAGING MEMBER
50 SOUTH STEELE STREET
SUITE 501
DENVER
CO
United States
Tel: 720-320-1428
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
GILPIN PARTNERS, INC. Domestic Entity OWNER 06/2021 50-75%
COPPER WEALTH, INC. Domestic Entity OWNER 06/2021 50-75%
GLASMAN, JOHN, JOSEPH Individual MANAGING PRINCIPAL 06/2021 < 5%
MCEAHERN, ANTHONY, KENNETH Individual COPPER WEALTH, INC. PRESIDENT 06/2021 > 75%
GLASMAN, JOHN, JOSEPH Individual GILPIN PARTNERS, INC. PRESIDENT 06/2021 > 75%
MCEAHERN, ANTHONY, KENNETH Individual MANAGING PRINCIPAL/CCO 06/2021 < 5%

No. Employees, Historic

10502023202420252 on 8/25/20232 on 10/10/20234 on 2/14/2024

RAUM, Historic

200M100M0202320242025100298977 on 8/25/2023100298977 on 10/10/2023171201569 on 2/14/2024

No. Clients, Historic

200100020232024202574 on 8/25/202374 on 10/10/2023155 on 2/14/2024