GILPIN WEALTH MANAGEMENT LLC

50 South Steele Street
Suite 501
Denver, Colorado 80209
Tel: 720-893-2800

About GILPIN WEALTH MANAGEMENT LLC

GILPIN WEALTH MANAGEMENT LLC, formally registered with the SEC as GILPIN WEALTH MANAGEMENT LLC. The firm was established in 09/25/2023. They have over 3 offices throughout the country.

GILPIN WEALTH MANAGEMENT LLC is a Denver, Colorado based Financial Planning firm with nearly $197,173,637 assets under management, offering retirement planning & investment advisory services to 522 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	311336
SEC#	801-128788
Assets Managed by Firm	$197,173,637
No. of Clients	522
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	522	$197,173,637
Individuals (other than high net worth individuals)	102	$63,179,390
High net worth individuals	68	$128,646,132
Pension and profit sharing plans	4	$1,123,610
Charitable organizations	1	$1,431,373
Corporations or other businesses	6	$2,594,922

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