# Gilpin Wealth Management LLC

> Gilpin Wealth Management LLC is an SEC-registered investment advisory firm in Golden, CO, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 16, 2026.

- CRD: 311336
- Filed as: GILPIN WEALTH MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Golden, CO
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/311336
- AdvisorCensus page: https://advisorcensus.com/firm/gilpin-wealth-management-llc-golden-co-311336

## Quick answers

**How is Gilpin Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Gilpin Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Gilpin Wealth Management LLC charge?**
Its Form ADV Part 2A brochure dated March 16, 2026 states: Flat fee: $1,000 to $50,000 (Comprehensive financial planning services); Subscription: $100 to $1,000 a quarter (Ongoing financial planning services); Hourly rate: up to $250 an hour (Consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Gilpin Wealth Management LLC located?**
Gilpin Wealth Management LLC's principal office is in Golden, CO, according to its Form ADV.

**Is Gilpin Wealth Management LLC registered with the SEC or a state?**
Gilpin Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 311336.

**How much does Gilpin Wealth Management LLC manage?**
Gilpin Wealth Management LLC reports $227,216,997 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (100% discretionary).

**How have Gilpin Wealth Management LLC's assets and staff changed since 2023?**
In the Form ADV data for Gilpin Wealth Management LLC: Regulatory assets under management: $100,298,977 in the October 2023 data and $227,216,997 in the October 2026 data, up 127%. Total employees: 2 in October 2023 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Gilpin Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (90); high net worth individuals (79); other (10).

**Which custodians does Gilpin Wealth Management LLC use?**
Gilpin Wealth Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Interactive Brokers Corp. as custodians holding 10% or more of its separately managed account assets.

**Does Gilpin Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/311336

**Does Gilpin Wealth Management LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 16, 2026 says: "The Firm offers its services to individuals, pension and profit-sharing, charities, and corporations and other businesses. The Firm does not require a minimum account size."

**What changed in Gilpin Wealth Management LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $197,173,637 to $227,216,997 (+15%). Registered or notice-filed in NV.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 16, 2026)

- Account minimum: None

> The Firm offers its services to individuals, pension and profit-sharing, charities, and corporations and other businesses. The Firm does not require a minimum account size.

- Flat fee: $1,000 to $50,000 (Comprehensive financial planning services)

> Comprehensive financial planning services are offered on a fixed fee basis that ranges from $1,000 to $50,000.

- Subscription: $100 to $1,000 a quarter (Ongoing financial planning services)

> Ongoing financial planning services are offered on an annual basis. The Firm charges a fixed quarterly fee ranging from $100 to $1,000.

- Hourly rate: up to $250 an hour (Consulting services)

> Consulting services are provided at an hourly rate of up to $250.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Interactive Brokers Corp.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $227,216,997
- Discretionary: $227,216,997
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 90 | $31,992,038 |
| High net worth individuals | 79 | $184,566,567 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $1,218,162 |
| Charitable organizations | 1 | $4,016,518 |
| Corporations or other businesses not listed above | 9 | $4,205,366 |
| Other | 10 | $1,218,346 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, MO, NV, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- gilpinwealth.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $100,298,977 | 2 | August 25, 2023 |
| October 2024 | $171,201,569 | 4 | February 14, 2024 |
| October 2025 | $197,173,637 | 4 | January 29, 2025 |
| October 2026 | $227,216,997 | 4 | March 16, 2026 |

Regulatory assets under management: $100,298,977 in the October 2023 data and $227,216,997 in the October 2026 data, up 127%.
Total employees: 2 in October 2023 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $197,173,637 to $227,216,997 (+15%).
- Registered or notice-filed in NV.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Gilpin Wealth Management LLC (CRD 311336): Form ADV filing data as of October 2026.