Gilpin Wealth Management LLC
SEC RegisteredIndependent | Fiduciary Financial Advisor Focused on Comprehensive Wealth Management
About the firm
Gilpin Wealth Management, LLC is an independent, fiduciary wealth management boutique with Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), and Certified Public Accountant (CPA) expertise. The firm personally invests clients' portfolios with the aim of ensuring consistent growth and minimized volatility over time, while managing portfolios in a highly tax-efficient manner.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
The firm offers comprehensive wealth management including financial planning built around client goals and family mission, investment management, estate and wealth transfer consulting, and tax-efficient portfolio and philanthropic strategies.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 90 | $32M |
| High Net Worth Individuals | 79 | $185M |
| Charitable Organizations | 2 | $1.2M |
| State/Municipal Entities | 1 | — |
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.25% |
| Next $4,000,000 | 1.00% |
| Next $15,000,000 | 0.75% |
| Above $20,000,000 | 0.50% |
Data as of March 16, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Gilpin Wealth Management LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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