Gilpin Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, estate planning, insurance, tax planning, and tax preparation. Financial planning was provided to 1–10 clients last fiscal year.
Gilpin Wealth Management reports 191 clients. They include 90 individual clients, 79 high-net-worth individuals and 10 other clients. Of its assets, 100.0% ($227M across 538 accounts) are managed with discretion. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 47% | 14% |
| High-net-worth individuals | 41% | 81% |
| Pension and profit-sharing plans | 1% | <1% |
| Charitable organizations | <1% | 2% |
| Corporations and other businesses | 5% | 2% |
| Other client typesOther | 5% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 90 | $32M | 14.1% | $355K |
| High-net-worth individuals | 79 | $185M | 81.2% | $2.34M |
| Pension and profit-sharing plans | Fewer than 5 | $1.22M | 0.5% | $609K |
| Charitable organizations | Fewer than 5 | $4.02M | 1.8% | $4.02M |
| Corporations and other businesses | 9 | $4.21M | 1.9% | $467K |
| Other | 10 | $1.22M | 0.5% | $122K |
| Total | 191 | $227M | 100% | — |
- Clients
- 90
- Regulatory AUM
- $32M
- AUM share
- 14.1%
- Avg. per client
- $355K
- Clients
- 79
- Regulatory AUM
- $185M
- AUM share
- 81.2%
- Avg. per client
- $2.34M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.22M
- AUM share
- 0.5%
- Avg. per client
- $609K
- Clients
- Fewer than 5
- Regulatory AUM
- $4.02M
- AUM share
- 1.8%
- Avg. per client
- $4.02M
- Clients
- 9
- Regulatory AUM
- $4.21M
- AUM share
- 1.9%
- Avg. per client
- $467K
- Clients
- 10
- Regulatory AUM
- $1.22M
- AUM share
- 0.5%
- Avg. per client
- $122K
Total
- Clients
- 191
- Regulatory AUM
- $227M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Gilpin Wealth Management charges 0.50%–1.25% a year for its Portfolio management. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable. The brochure also prices 4 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.25% |
| $1M–$5M | 1.00% |
| $5M–$20M | 0.75% |
| $20M and above | 0.50% |
Fee details and sources
Other fees
- Comprehensive financial planning
- Fixed fee from $1,000 to $50,000, negotiable by scope. Half is collected at engagement and half on delivery of the plan.
- Financial consulting
- Hourly rate of up to $250, against a written estimate of hours. The fee is collected at the final meeting.
- Ongoing financial planning
- Fixed quarterly fee of $100 to $1,000, charged at the end of each quarter in arrears and negotiable at renewal.
- Retirement plan consulting
- Annual fee on plan assets, with a maximum of 0.70%, negotiable by plan size and services. Collected monthly or quarterly.
Gilpin Partners, Inc. owns 50% to 75% of Gilpin Wealth Management and is in turn owned by John Glasman (75% or more). It has 4 employees.
Leadership
- John GlasmanManaging Principal
- Anthony McEahernManaging Principal/CCO
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 4 in advisory functions
- 4 state-registered reps
- Owns 50% to 75% of Gilpin Wealth Management LLC
Gilpin Partners, Inc.
since June 2021
- Owns 75% or more of Gilpin Partners, Inc.
John Glasman
Control person · since June 2021
- Owns 50% to 75% of Gilpin Wealth Management LLC
Copper Wealth, Inc.
since June 2021
- Owns 75% or more of Copper Wealth, Inc.
Anthony McEahern
Control person · since June 2021
Gilpin Wealth Management’s regulatory assets grew from $171M (February 2024) to $227M (March 2026); clients rose from 155 to 191 and employees were 4 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $227M | 191 | 4 | 3 |
| Jan 2025January 2025 | $197M | 190 | 4 | 3 |
| Feb 2024February 2024 | $171M | 155 | 4 | 3 |
Besides its headquarters, Gilpin Wealth Management has 2 offices (2 private residences, listed without an address), with 1 listed address in 1 state.
Colorado · 1 listed address
- 16398 West 51st Lane, GoldenHQ
Contact and registration details
- Legal name
- Gilpin Wealth Management LLC
- Headquarters
- 16398 West 51st Lane, Golden, CO 80403
- Website
- gilpinwealth.com
- Phone
- 720-893-2800
- SEC file
- 801-128788
- Founded
- 2020
- Structure
- Colorado LLC
- Fiscal year end
- December
Gilpin Wealth Management’s named custodians for separately managed accounts are Charles Schwab ($220M, 98%) and Interactive Brokers ($5.07M, 2%). Gilpin Wealth Management has custody of $51.8M for 71 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $220M98%
- Interactive BrokersInteractive Brokers Corp. · Omaha, NE · $5.07M2%
At year end, Gilpin Wealth Management’s separately managed accounts were mostly in funds (51%) and stocks (36%). Its reported 13F holdings for the quarter ended 30 June 2026 total $145M across 1,064 positions; the largest are Nvidia Corporation (3.5%), iShares TR (3.2%) and Fortinet Inc. (3.0%).
What the accounts hold
- Stocks36%
- Funds51%
- Bonds5%
- Investment grade corporate bonds3%
- U.S. government and agency bonds1%
- State and local bonds1%
- Cash6%
- Other2%
- Derivatives1%
- Variable annunities1%
Reported 13F holdings
- $145M
- Reported 13F value
- 1,064
- Positions
- 26.7%
- In the 10 largest
- +14.6%
- Value vs. prior quarter
- Nvidia Corporation3.5%
- iShares TR · MSCI USA Value3.2%
- Fortinet Inc.3.0%
- Vanguard Index Fds · Total Stk Mkt3.0%
- iShares TR · Core S&P500 ETF2.8%
- Vanguard Index Fds · Extend Mkt ETF2.7%
- SPDR Series Trust · ST Str Rate ETF2.4%
- Apple Inc.2.3%
- Alphabet Inc. · Cap Stk CL A2.1%
- SPDR Series Trust · ST Inter BD ETF1.8%
Together, the ten largest are 26.7% of reported value.
How many clients does Gilpin Wealth Management have?
Gilpin Wealth Management has 191 clients and manages $227 million for them, as of March 2026. They include 90 individual clients, 79 high-net-worth individuals and 10 other clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 March 2026
What services does Gilpin Wealth Management offer?
Gilpin Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, estate planning, insurance, tax planning, and tax preparation.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Gilpin Wealth Management charge?
Gilpin Wealth Management charges 0.50%–1.25% a year for its Portfolio management. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.
Which custodians does Gilpin Wealth Management use?
Gilpin Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $220M and Interactive Brokers Corp. (Omaha, NE), with $5.07M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 March 2026
How many financial advisors does Gilpin Wealth Management have?
Gilpin Wealth Management has 4 investment adviser representatives registered with state securities authorities, out of 4 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Gilpin Wealth Management invest in?
At the end of its last fiscal year, Gilpin Wealth Management’s separately managed accounts held 51% registered funds (mutual funds, ETFs, BDCs), 36% exchange-traded equities, 6% cash and equivalents, 3% investment grade corporate bonds, 1% U.S. government and agency bonds, 1% state and local bonds, 1% derivatives and 1% other. The 1% other category is described as: Variable Annunities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Gilpin Wealth Management?
Gilpin Wealth Management is owned through holding companies by John Glasman and Anthony McEahern. Its direct owners are Gilpin Partners, Inc. (50% to 75%) and Copper Wealth, Inc. (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 16 March 2026
How does Gilpin Wealth Management get paid?
Gilpin Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Gilpin Wealth Management?
Gilpin Wealth Management’s main office is at 16398 West 51st Lane, Golden, CO 80403. Its phone number is 720-893-2800. Its website is gilpinwealth.com.