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firm profile

Gilpin Wealth Management LLC

RIA Golden, CO CRD 311336 Last verified October 2026

Overview

Gilpin Wealth Management LLC is an SEC registered investment adviser based in Golden, CO, registered since 2021. It reports $227M in assets under management across 538 accounts, with 4 employees. It has 4 investment adviser representatives.

Reported AUM
$227M
Discretionary
100%
Accounts
538
Average account
$422K
Employees
4
Advisory reps
4
Registered since
2021
Jurisdictions
5

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services
  • Financial Planning
  • Individuals or Small Business
  • Pension Consulting
  • Selection of Other Advisors
Client types
  • Charities and Non-Profits
  • Corporations/Businesses
  • High Net Worth Individuals
  • Individuals
  • Other clients
  • Pension/Profit Sharing Plan
Fee structure
Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

Advisory reps 3 of 4

1 more advisory rep, with emails, phones and branch locations

Location

Headquarters
16398 W 51st Ln
Golden, CO 80403
County
Jefferson
Metro area
Denver-Aurora-Lakewood, CO
Region
West

Registrations

Every state, with registration dates

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