|
⚲
|
| Keyboard |
| Gilpin Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 311336 |
| SEC # | 801-128788 |
| CIK # | 0002058144 |
| AUM | 227.2 M (2026-03-16) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 720-893-2800 |
| Address | 16398 West 51st Lane Golden, CO 80403 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002058144 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 4.6 | ||
| Apple Inc | 3.0 | ||
| Alphabet Inc | 2.5 | ||
| Fortinet Inc | 2.4 | ||
| J P Morgan Chase & Co | 2.1 | ||
| Microsoft Corp | 2.0 | ||
| Energy Transfer Equity LP | 1.7 | ||
| Enterprise Products Partners L P | 1.6 | ||
| Amgen Inc | 1.5 | ||
| Alphabet Inc | 1.5 | ||
| Wells Fargo & Co/MN | 1.4 | ||
| Amazon Com Inc | 1.4 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 90 | 32.0 |
| (b) Individuals (high net worth individuals) | 79 | 184.6 |
| (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 | 2 | 1.2 |
| (h) Charitable organizations | 1 | 4.0 |
| (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 | 9 | 4.2 |
| (n) Other | 10 | 1.2 |
| Total | 538 | 227.2 |
| By Discretionary | ||
| Discretionary | 538 | 227.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 538 | 227.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.6 | |
| United States Persons | 224.7 | |
| Total | 538 | 227.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002058144] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Pilotage Private Wealth AG
✚
|
227.6 M | |
|
MRP Capital Investments LLC
✚
|
GA | 227.6 M |
|
Podell Financial Group LLC
✚
|
NJ | 227.6 M |
|
Sandro Wealth Management LLC
✚
|
NJ | 227.6 M |
|
Approach Retirement Advisors LLC
✚
|
AL | 227.5 M |
|
Jones & Associates Premier Financial Solutions LLC
✚
|
OR | 227.4 M |
|
Keynote Financial Services LLC
✚
|
CT | 227.4 M |
|
Echo45 Advisors LLC
✚
|
CA | 227.4 M |
|
Capital CS Group LLC
✚
|
CA | 227.3 M |
|
Premier Estate Planners LLC
✚
|
MI | 226.9 M |