This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.95 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$227MItem 5.F on the latest filing (2026-03-16); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$227M

Private client RAUM

$217MderivedItem 5.D individuals plus high net worth individuals

Private client share

95%derivedprivate client RAUM over total RAUM

Advisors on IAPD

4

RAUM per advisor

$56.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

4

Advisory employees

4

Offices

2Schedule D 1.F, beyond the principal office

Accounts

538

Individual clients

90

High net worth clients

79

Custody, client assets

$51.8M

SEC number

801-128788

CRD

311336

Filings on the tape

5

First filed

Aug 25, 2023

Latest filed

Mar 16, 2026

Organised

Limited Liability Company, CO

Website

gilpinwealth.com

• Occurred

  Aug 25, 2023
  First Form ADV filing

  Gilpin Wealth Management Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8be661b3-afc4-bb66-1b5e-3fb683208bbd

First observed

Aug 25, 2023

Last observed

Mar 16, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.