Anthony McEahern has been Managing Principal/CCO of Gilpin Wealth Management since June 2021, is a control person of the firm and directly owns under 5% of it. Anthony McEahern holds a Bachelor of Science in Mathematics and Computer Science from Metropolitan State College of Denver, a Bachelor of Science in Criminal Justice and Criminology from Metropolitan State College of Denver, a Juris Doctorate from the University of Denver and a Master of Laws in Taxation from the University of Denver.
Gilpin Wealth Management LLC is a Golden, CO firm with $227M under management, 191 clients and 4 advisers across 3 offices, as of its March 2026 filing.
Tony McEahern is Managing Partner and Director of Wealth Strategy and Tax of Gilpin Wealth Management. He has over 25 years of experience working with clients and their families. Before co-founding Gilpin Wealth Management, McEahern was Head of Wealth Strategy and Senior Managing Director for Cresset Capital, and before that Head of Wealth Planning and Senior Managing Director for The Private Bank and Abbot Downing divisions of Wells Fargo.
Anthony McEahern’s longest registration was 7 years at Wells Fargo Clearing Services, LLC (2011–2018). Before joining Gilpin Wealth Management in 2021, Anthony McEahern was registered through Cresset Asset Management, LLC and Wells Fargo Clearing Services, LLC.
- Gilpin Wealth Management LLCCurrent– present · 5 yearsGolden, CO · Adviser representative · Firm CRD 311336
- Cresset Asset Management, LLC– · 1 yearDenver, CO · Adviser representative · Firm CRD 288566
- Wells Fargo Clearing Services, LLC– · 7 yearsDenver, CO · Adviser representative · Firm CRD 19616
- Wells Fargo Investments, LLC– · 5 yearsDenver, CO · Adviser representative · Firm CRD 10582
Professional designations
Listed by Gilpin Wealth Management
- CFP®
- CTFA
Investment adviser representative registrations
Anthony McEahern is registered as an investment adviser representative in 2 states. The first approvals date from January 2021; the most recent is Texas, in September 2021.
- ColoradoSince 4 January 2021
- TexasSince 28 September 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 28 December 2004 |
| Series 7 | General Securities Representative Examination | 17 November 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Anthony Kenneth McEahern
- CRD
- 4494265
- Firm
- Gilpin Wealth Management · CRD 311336
- Role
- Managing Principal/CCO
- Office
- 16398 WEST 51ST LANE, Golden, CO 80403
- Registration
- Investment adviser registration
- In the industry since
- December 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- gilpinwealth.com
Where does Anthony McEahern work?
Anthony McEahern has been Managing Principal/CCO of Gilpin Wealth Management LLC since June 2021, and is a control person of the firm.
Is Anthony McEahern a financial advisor?
Yes. Anthony McEahern has a current investment-adviser registration in Colorado and Texas, through Gilpin Wealth Management since January 2021.
How many years of experience does Anthony McEahern have?
Anthony McEahern has 20 years in the financial industry, since December 2005, across 4 adviser firms.
What exams has Anthony McEahern passed?
Anthony McEahern has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in November 2004. FINRA credited Anthony McEahern with the SIE, which began in October 2018.
Where did Anthony McEahern work before Gilpin Wealth Management?
Before Gilpin Wealth Management, Anthony McEahern was registered through Cresset Asset Management, LLC, January 2019 to March 2020; Wells Fargo Clearing Services, LLC, January 2011 to October 2018; Wells Fargo Investments, LLC, January 2005 to January 2011.
Where is Anthony McEahern based?
Anthony McEahern’s registered office is in Golden, CO.
Is Anthony McEahern registered with FINRA?
No. Anthony McEahern has no current broker registration.
Is Anthony McEahern a CFP?
Gilpin Wealth Management lists Anthony McEahern with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Anthony McEahern’s record?
Search CRD 4494265 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Anthony McEahern’s full registration record.