Gilpin Wealth Management LLC

Gilpin Wealth Management LLC is a registered investment adviser founded in September 2020 and based in Denver, Colorado. The firm offers comprehensive financial planning services, ongoing financial planning, financial consulting, portfolio management, and retirement plan consulting. Clients can receive tailored services and impose restrictions on investments. As of January 23, 2025, the firm manages $197,173,637 in client assets on a discretionary basis. For financial planning services, fees range from $1,000 to $50,000, and ongoing financial planning services are charged a fixed monthly fee ranging from $100 to $1,000. Portfolio management fees are based on a tiered fee schedule ranging from 1.25% to 0.50% of assets under management. The firm may recommend third-party investment advisers and ERISA fiduciary services for retirement plans. Gilpin Wealth Management LLC requires discretionary investment management services and has the authority to vote proxies on clients' behalf. The firm does not charge performance-based fees or engage in side by side management. Clients have the option to terminate services within specified timeframes without penalty. The firm does not have any disciplinary information to disclose and maintains a Code of Ethics to ensure ethical conduct.