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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Gilpin Wealth Management LLC
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| CRD # | 311336 |
| SEC # | 801-128788 |
| CIK # | |
| AUM | $197.2 M (2025-01-29) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 720-893-2800 |
| Address | 50 South Steele Street Denver, CO 80209 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 102 | 63.2 |
| (b) Individuals (high net worth individuals) | 68 | 128.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 1.1 |
| (h) Charitable organizations | 1 | 1.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 2.6 |
| (n) Other | 9 | 0.2 |
| Total | 522 | 197.2 |
| By Discretionary | ||
| Discretionary | 522 | 197.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 522 | 197.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.3 | |
| United States Persons | 194.9 | |
| Total | 522 | 197.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Eaglestone Wealth Advisors Inc
✚
|
MD | 0.2 |
|
Loomis Capital Management LP
✚
|
0.2 | |
|
Gramercy Strategic Capital LLC
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|
0.2 | |
|
Wealth Forward LLC
✚
|
ND | 0.2 |
|
Stride Investments LLC
✚
|
IL | 0.2 |
|
DH Hill Advisors Inc
✚
|
TX | 0.2 |
|
Lumina Wealth Management LLC
✚
|
NC | 0.2 |
|
Faith Investor Services LLC
✚
|
0.2 | |
|
Westview Management LLC
✚
|
VT | 0.2 |
|
Jones & Associates Premier Financial Solutions LLC
✚
|
OR | 0.2 |