John Glasman has been Managing Principal of Gilpin Wealth Management since June 2021, is a control person of the firm and directly owns under 5% of it. John Glasman holds a Bachelor of Arts in Economics from Boston College and a Master of Business Administration with an emphasis in accounting 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.
Joe Glasman is Managing Partner and Chief Investment Officer of Gilpin Wealth Management. He brings over 24 years of investment management and accounting experience. Before the formation of Gilpin Wealth, Glasman spent 15 years as a partner and investment manager at Peak Asset Management in Louisville, CO, and earlier he was an investment manager and portfolio manager for the Trust Department at Wells Fargo.
John Glasman’s longest registration was 14 years at Peak Asset Management, LLC (2006–2021). Before joining Gilpin Wealth Management in 2021, John Glasman was registered through Peak Asset Management, LLC and Wells Fargo Investments, LLC.
- Gilpin Wealth Management LLCCurrent– present · 5 yearsGolden, CO · Adviser representative · Firm CRD 311336
- Peak Asset Management, LLC– · 14 yearsLouisville, CO · Adviser representative · Firm CRD 106944
- Wells Fargo Investments, LLC– · 3 yearsDenver, CO · Adviser representative · Firm CRD 10582
Professional designations
Listed by Gilpin Wealth Management
- CFP®
- CFA®
- CPA
Investment adviser representative registrations
John Glasman is registered as an investment adviser representative in 2 states. The first approvals date from May 2021; the most recent is Texas, in September 2021.
- ColoradoSince 25 May 2021
- TexasSince 28 September 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 8 September 1993 |
| Series 7 | General Securities Representative Examination | 2 July 1993 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- John Joseph Glasman
- CRD
- 2323660
- Firm
- Gilpin Wealth Management · CRD 311336
- Role
- Managing Principal
- Office
- 16398 WEST 51ST LANE, Golden, CO 80403
- Registration
- Investment adviser registration
- In the industry since
- December 2002
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- gilpinwealth.com
Where does John Glasman work?
John Glasman has been Managing Principal of Gilpin Wealth Management LLC since June 2021, and is a control person of the firm.
Is John Glasman a financial advisor?
Yes. John Glasman has a current investment-adviser registration in Colorado and Texas, through Gilpin Wealth Management since May 2021.
How many years of experience does John Glasman have?
John Glasman has 23 years in the financial industry, since December 2002, across 3 adviser firms.
What exams has John Glasman passed?
John Glasman has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in July 1993.
Where did John Glasman work before Gilpin Wealth Management?
Before Gilpin Wealth Management, John Glasman was registered through Wells Fargo Investments, LLC, August 2001 to July 2005.
Where is John Glasman based?
John Glasman’s registered office is in Golden, CO.
Is John Glasman registered with FINRA?
No. John Glasman has no current broker registration.
Is John Glasman a CFP?
Gilpin Wealth Management lists John Glasman with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Is John Glasman a CFA charterholder?
Gilpin Wealth Management lists John Glasman with the CFA credential (“CFA®”) on its website. CFA Institute confirms certification status.
How can I verify John Glasman’s record?
Search CRD 2323660 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Glasman’s full registration record.