RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Anthony Kenneth Mceahern
- Title
- Managing Partnerreportedgilpinwealth.comfirm site, Sep 16, 2026
- Business email
- tony.mceahern@gilpinwealth.comreportedgilpinwealth.comfirm site, Sep 16, 2026
- Direct business phone
- 720-893-2800reportedgilpinwealth.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Gilpin Wealth Management LLC independent RIA currentsince Jan 4, 2021 · Golden, Co
- Cresset Asset Management, LLC independent RIAJan 28, 2019 to Mar 18, 2020 · Denver, Co
- Wells Fargo Advisors wirehouseJan 3, 2011 to Oct 30, 2018 · Denver, Co
- Wells Fargo Investments, LLC unclassifiedJan 4, 2005 to Jan 3, 2011 · Denver, Co
- Cresset Asset Management, LLC to Gilpin Wealth Management LLCleft Mar 18, 2020, registered Jan 4, 2021 (292 days) · RIA to RIA
- Wells Fargo Advisors to Cresset Asset Management, LLCleft Oct 30, 2018, registered Jan 28, 2019 (90 days) · Wirehouse to independent RIA
- Wells Fargo Investments, LLC to Wells Fargo Advisorsleft Jan 3, 2011, registered Jan 3, 2011 (0 days) · corporate re-registration, not a move
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address