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GOLD MEDAL WATERS, INC.
CRD 132294File 801-113866
APPROVED
Retail clients
Custody
Filing as of Jan 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$285.6M
Below cohort median (national)
Discretionary AUM
$279.4M
Non-discretionary $6.2M
Clients
145
666 accounts
Employees
5
Identity & registration
ADV Item 1- Organization form
- Other (specify)
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Aug 20, 2018
- Principal office
- Not reported
- Phone
- 720 887-1299
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $285.6M
- Discretionary AUM
- $279.4M
- Non-discretionary AUM
- $6.2M
- Discretionary accounts
- 659
- Non-discretionary accounts
- 7
- Total accounts
- 666
- AUM per client
- $2.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $609K |
| High net worth individuals | 89 | $263.9M |
| Pension and profit sharing plans | 7 | $6.2M |
| Individuals (other than high net worth individuals) | 49 | $14.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Feb 1, 2026 | Clients | 147 | 145 | decreased by2 |
| Feb 1, 2026 | AUM | $248,139,175 | $285,639,406 | increased by$37,500,231 |
| Feb 1, 2026 | Accounts | 636 | 666 | increased by30 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 5 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 138 | 147 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $168,488,480 | $248,139,175 | increased by$79,650,695 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 542 | 636 | increased by94 |
| Apr 1, 2022 | Employees | 7 | 8 | increased by1 |
| Apr 1, 2022 | Clients | 137 | 138 | increased by1 |
| Apr 1, 2022 | AUM | $143,578,997 | $168,488,480 | increased by$24,909,483 |
| Apr 1, 2022 | Accounts | 546 | 542 | decreased by4 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “GOLD MEDAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GOLD MEDAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.