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The fee is billed in arrears and is negotiable.","source":"ADV PART 2A - FIRM BROCHURE, filed 16 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Gilpin Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Gilpin Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Gilpin Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Gilpin Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Gilpin Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Gilpin Wealth Management?","answer":"Gilpin Wealth Management’s main office is at 16398 West 51st Lane, Golden, CO 80403. Its phone number is 720-893-2800. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}