Gilpin Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Golden, CO. Its latest Form ADV filing, dated March 16, 2026, reports $227M in regulatory assets under management, 4 employees, 2 offices, and 538 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 47.1% of total clients.
Top client categories% of clientsClients
1
Individuals
47.1%
90
2
HNWI
41.4%
79
3
529 PLANS
5.2%
10
4
Corporations
4.7%
9
5
Pension Plans
1.0%
2
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$227Mas of March 16, 2026
Discretionary100.0%
$227M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$227M
Total Accounts538
10Y AUM Change+$127M (+126.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee48:1
10Y Employee Change+2 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.