Gilpin Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$216,558,605
Clients
169
Advisors
4
across 2 offices
About
Gilpin Wealth Management LLC is a registered investment adviser run by a four-advisor team that manages roughly $227 million for individuals, pension and profit-sharing plans, charities, and corporate clients. The firm offers comprehensive and ongoing financial planning, discretionary portfolio management, retirement plan consulting (including ERISA 3(21) and 3(38) services), and may recommend third‑party investment advisers.
The firm builds customized portfolios from model strategies and uses a mix of asset allocation, tactical asset allocation, fundamental and technical analysis, and modern portfolio theory, exercising discretionary authority to implement trades. Portfolios may include a broad set of instruments — ETFs, mutual funds, equities, fixed income, structured notes and alternative investments — and accounts are reviewed at least quarterly with attempts to meet clients annually.
What distinguishes the firm from many peers is the other business activities of its owners: they operate seasonal tax-preparation companies and one owner is a licensed, practicing attorney, and the brochure discloses that these services may be recommended to clients with conflicts-of-interest management procedures. The firm also describes using solicitor arrangements when referring third-party advisers and providing ERISA fiduciary services for retirement plans, both of which can result in separate engagement relationships and fees.
Client services
Expertise
Fee options
Comprehensive financial planning fees range from $1,000 to $50,000 (fixed, negotiable); ongoing financial planning quarterly fees range from $100 to $1,000 (fixed, negotiable)
$0 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 1.00% $5,000,001 - $20,000,000: 0.75% $20,000,001+: 0.50%
Up to $250 per hour
Main office
See office16398 West 51st Lane
Golden CO 80403
Advisors at this office
3
Offices (2)
Most active in
California · Colorado · Missouri · Nevada · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
William S
CFP®, CFA®, Series 63, Series 65
Golden, CO
Gilpin Wealth Management LLC
William Shriver is a CFP® and CFA® with 22 years of experience in the financial industry. He is currently with Gilpin Wealth Management LLC and previously led Shriver Investments Inc. for 16 years. Gilpin Wealth Management serves individuals, retirement plans, charities, and businesses, managing approximately $197 million across about 170 client relationships. The firm offers comprehensive financial planning, discretionary portfolio management, and retirement plan consulting, utilizing customized portfolios that incorporate asset allocation, tactical adjustments, fundamental and technical analysis, and modern portfolio theory.
Anthony M
CFP®, Series 66
Golden, CO
Gilpin Wealth Management LLC
Anthony Mceahern is a CFP® and holds a Series 66 license with 20 years of industry experience. He has worked at Gilpin Wealth Management LLC since 2020 and previously held positions at Cresset Asset Management, Wells Fargo Clearing Services, Wells Fargo Advisors, and Wells Fargo Bank. In addition to his advisory role, he owns and operates Taxwise Connection LLC, a seasonal tax preparation business, and is a licensed attorney who actively practices law and may refer legal work to clients. Gilpin Wealth Management serves individuals, retirement plans, charities, and businesses, managing approximately $197 million across 170 client relationships. The firm offers comprehensive financial planning, discretionary portfolio management, and retirement plan consulting, using customized portfolios based on asset allocation, tactical adjustments, and both fundamental and technical analysis.
Brooks R
CFA®, Series 63
Las Vegas, NV
Gilpin Wealth Management LLC
Brooks Rarden is a CFA® charterholder with two years of industry experience, currently serving as an advisor at Gilpin Wealth Management LLC. He previously worked at U.S. Bank Private Wealth Management for eleven years and is the owner and managing member of Desert Mountain Wealth Management LLC, a consulting business based in Frisco, Colorado. Gilpin Wealth Management serves individuals, retirement plans, charities, and businesses, managing approximately $197 million across 170 client relationships. The firm offers comprehensive financial planning, discretionary portfolio management, and retirement plan consulting, using customized portfolios that incorporate asset allocation, tactical adjustments, and both fundamental and technical analysis.
John G
CFP®, CFA®, Series 63
Golden, CO
Gilpin Wealth Management LLC
John Glasman is a CFP® and CFA® with 23 years of experience in financial advising. He has been with Gilpin Wealth Management LLC since 2021 and previously worked at Peak Asset Management LLC for 15 years. In addition to his advisory role, he is a CPA who prepares tax returns for a limited number of family members and clients. Gilpin Wealth Management serves individuals, retirement plans, charities, and businesses, managing approximately $197 million across 170 client relationships. The firm offers comprehensive financial planning, discretionary portfolio management, and retirement plan consulting, employing customized portfolios that combine asset allocation, tactical adjustments, and both fundamental and technical analysis.
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