SourcingSourcing

GILPIN WEALTH MANAGEMENT LLC

A65
CRD 311336·SEC 801-128788·GOLDEN, CO
AUM
$227.2M
$100M-$500M
Est. Revenue
$2.3M
@ 1% on AUM
Est. EBITDA
$682K
@ 30% margin
Est. Deal Value
$5.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GILPIN WEALTH MANAGEMENT LLC
CRD
311336
SEC file #
801-128788
EIN
853107088
DBA names
—

Economics

AUM
$227.2M
AUM band
$100M-$500M
AUM trajectory
'25'26
$197.2M → $227.2M▲ +15%
Client mix
Individuals Other90
Individuals High Net Worth79
Other10
Corporations9
Pension Profit Sharing Plans2

Operations

Employees (total)
4
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
4 advisors → 4 advisors▬ 0%
Primary office
GOLDEN CO
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/16/2026
ADV-W filed at
—
Website
gilpinwealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
COPPER WEALTH, INC.
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
COPPER WEALTH, INC.
GILPIN PARTNERS, INC.
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
GILPINWEALTH.COM
Rdap Domain Creation Date
2020-10-10T18:17:39Z
Rdap Firm Age Years
6
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002058144
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-02-11
Edgar Last Filing Date
2026-04-21
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-04-21
Accession0002058144-26-000004

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4855
Soi Zip Pct 200k Plus
0.2432
Soi Zip Returns 200k Plus
2,600
Soi Zip Total AGI
1,824,823
Fdic Zip Total Deposits
2,289,164,000
Fdic Zip Branch Count
36
Fdic Zip Top Banks
Wells Fargo Bank, National Association
Keybank National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (26)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
E*trade4
Interactive Brokers2
Edgar Addresses
Mailing
50 S. STEELE STREETSUITE 501DENVER, CO 80209
Business
50 S. STEELE STREETSUITE 501DENVER, CO 80209
Edgar EIN
853107088
Edgar Recent Filings
13F-HR2026-04-21 · 0002058144-26-000004
13F-HR2026-02-11 · 0002058144-26-000002
Fdic Zip Branches Raw
Keybank National AssociationGolden, CO
Keybank National AssociationGolden, CO
Fdic Zip HHI
6216.48
Fdic Zip Top Bank Share Pct
77.8
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-10-10T18:17:39Z
Rdap Domain Last Changed
2025-10-11T12:50:38Z
Rdap Nameservers
Ns17.domaincontrol.comNs18.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI21,441
Returns1,960
Stub 2
AGI50,369
Returns1,350
Stub 3
AGI73,527
Returns1,180
Soi Zip Total Business Income
47,182
Soi Zip Total Cap Gains
224,134
Soi Zip Total Dividends
53,215
Soi Zip Total Returns
10,690
Trust Company Affiliate
No

People (4)

4
GLASMAN, JOHN, JOSEPH
IAR · Executive Officer · 2.5%
2323660
MCEAHERN, ANTHONY, KENNETH
IAR · Executive Officer · 2.5%
4494265
BROOKS JOSEPH RARDEN
IAR
2624322
WILLIAM HOWARD SHRIVER
IAR
3176403