← Directory
GILPIN WEALTH MANAGEMENT LLC
CRD 311336File 801-128788
APPROVED
Retail clients
Custody
Filing as of Mar 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$227.2M
Below cohort median (national)
Discretionary AUM
$227.2M
Clients
181
538 accounts
Employees
4
Below cohort median in CO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Sep 25, 2023
- Principal office
- 16398 WEST 51ST LANE, GOLDEN, CO, 80403
- Phone
- 720-893-2800
- Website
- HTTPS://WWW.GILPINWEALTH.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $227.2M
- Discretionary AUM
- $227.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 538
- Non-discretionary accounts
- 0
- Total accounts
- 538
- AUM per client
- $1.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 9 | $4.2M |
| Charitable organizations | Fewer than 5 | $4.0M |
| High net worth individuals | 79 | $184.6M |
| Pension and profit sharing plans | Fewer than 5 | $1.2M |
| Individuals (other than high net worth individuals) | 90 | $32.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- 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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 191 | 181 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.