DFX Intelligence
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.
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SEC-registered adviser
G••• M•••• W•••••• I•••
Latest filing Jan 23, 2026
First filing on the tape Jul 19, 2018 · 22 filings
SEC status approved since Aug 20, 2018
RAUM
$286M
reported, Item 5.F
Discretionary
98%
of RAUM
Private clients
98%
$279M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$95.2M
derived; firm RAUM over IAPD count
Employees
5
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
22 filings and snapshots on the tape
RAUM$286M as of Jan 23, 2026
Mar 25, 2019$103M then
HNW client RAUM$264M as of Jan 23, 2026
Mar 25, 2019$61.9M then
State-registered IARs (5.B.3)3 as of Jan 23, 2026
Mar 25, 20198 then
Employees (5.A)5 as of Jan 23, 2026
Mar 25, 20199 then
Private funds: no history
RAUM +15% over the last fiscal year+23% a year over threeIARs 3 to 3
Practice profile
derived from the filing of Jan 23, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $95.2MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 46derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.0MderivedHNW RAUM over HNW clients
- Average account
- $428,888derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 98%derivedof RAUM
- Institutional
- 2.2%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.7derivedItem 5.A over advisors
- Advisors per office
- 3.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +15%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +0.0%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, selection of other advisersreportedItem 5.G
- Custody
- $964,573, 5 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$264M92%
- Individuals$14.9M5.2%
- Pension and profit-sharing plans$6.2M2.2%
- Corporations and businesses$609,2660.2%
- Individual clients
- 49reported
- HNW clients
- 89reported
- Pension plan clients
- 7reported
- Charitable clients
- n/areported
- Accounts
- 666reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- $964,573 for 5 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| M•••••• J••••• K•••••Certified Financial Planner | Boulder, Co | Aug 13, 2004 | 24 y | 1 |
| M••••• K••••• J••••• | Boulder, Co | Sep 8, 2008 | 23 y | 2 |
| D•••• L••••••• D••Certified Financial Planner | Boulder, Co | Sep 29, 2017 | 11 y | 1 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Left, latest
- D•••• H•••••• B•••• to C•••• S•••• P••••••• • W•••••May 1, 2024 · Other
- T• A•••••• B•••••••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••Mar 16, 2023 · RIA to affiliated broker-dealer or bank
- A••••• G••••••• to J••••• M••••••••• S•••• L••Jan 29, 2016 · Other
Joined, latest
- D•••• L••••••• D•• from D••••••••• A•••• M••••••••• I•••Sep 29, 2017 · Other
- M••••• K••••• J••••• from F•••• R•••• F•••••••• P•••••••Sep 8, 2008 · Other
- M•••••• J••••• K••••• from A• G• E•••••• • S•••• I•••Aug 13, 2004 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- K•••••• M••••••• J••••• · Member, Cco, Owner And Presidentcontrolsince 06/2004 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Boulder, Co | 3 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
What changed
consecutive filings, newest first
- Accounts · 636 to 666Oct 2, 2025 to Jan 23, 2026
- HNW clients · 92 to 89Oct 2, 2025 to Jan 23, 2026
- Individual clients · 46 to 49Oct 2, 2025 to Jan 23, 2026
- Pension plan clients · 9 to 7Oct 2, 2025 to Jan 23, 2026
- Discretionary RAUM · $240M to $279MOct 2, 2025 to Jan 23, 2026
- HNW RAUM · $226M to $264MOct 2, 2025 to Jan 23, 2026
- Individual RAUM · $14.1M to $14.9MOct 2, 2025 to Jan 23, 2026
- Non-discretionary RAUM · $7.7M to $6.2MOct 2, 2025 to Jan 23, 2026
- Pension RAUM · $7.7M to $6.2MOct 2, 2025 to Jan 23, 2026
- RAUM · $248M to $286MOct 2, 2025 to Jan 23, 2026
- Accounts · 547 to 636Mar 18, 2024 to Apr 24, 2025
- Advisory employees · 6 to 3Mar 18, 2024 to Apr 24, 2025
- HNW clients · 13 to 92Mar 18, 2024 to Apr 24, 2025
- Individual clients · 118 to 46Mar 18, 2024 to Apr 24, 2025
- Pension plan clients · 11 to 9Mar 18, 2024 to Apr 24, 2025
- Employees · 7 to 5Mar 18, 2024 to Apr 24, 2025
- Financial planning clients · 101-250 to 101-250Mar 18, 2024 to Apr 24, 2025
- HQ city · unset to Mar 18, 2024 to Apr 24, 2025
- HQ state · unset to Mar 18, 2024 to Apr 24, 2025
- State-registered IARs · 6 to 3Mar 18, 2024 to Apr 24, 2025
- Other offices · 7 to 0Mar 18, 2024 to Apr 24, 2025
- Discretionary RAUM · $186M to $240MMar 18, 2024 to Apr 24, 2025
- HNW RAUM · $62.1M to $226MMar 18, 2024 to Apr 24, 2025
- Individual RAUM · $121M to $14.1MMar 18, 2024 to Apr 24, 2025
- Non-discretionary RAUM · $7.9M to $7.7MMar 18, 2024 to Apr 24, 2025
- Pension RAUM · $10.1M to $7.7MMar 18, 2024 to Apr 24, 2025
- RAUM · $194M to $248MMar 18, 2024 to Apr 24, 2025
- Accounts · 571 to 547Jan 24, 2024 to Mar 18, 2024
- HNW clients · 43 to 13Jan 24, 2024 to Mar 18, 2024
- Individual clients · 88 to 118Jan 24, 2024 to Mar 18, 2024
- Pension plan clients · 9 to 11Jan 24, 2024 to Mar 18, 2024
- Assets in custody · $11.0M to $964,573Jan 24, 2024 to Mar 18, 2024
- Discretionary RAUM · $149M to $186MJan 24, 2024 to Mar 18, 2024
- HNW RAUM · $114M to $62.1MJan 24, 2024 to Mar 18, 2024
- Individual RAUM · $34.4M to $121MJan 24, 2024 to Mar 18, 2024
- Non-discretionary RAUM · $6.3M to $7.9MJan 24, 2024 to Mar 18, 2024
- Pension RAUM · $6.3M to $10.1MJan 24, 2024 to Mar 18, 2024
- RAUM · $155M to $194MJan 24, 2024 to Mar 18, 2024
- Accounts · 542 to 571Nov 10, 2022 to Mar 28, 2023
- Advisory employees · 7 to 6Nov 10, 2022 to Mar 28, 2023
Signals
4 dated events
- G••• M•••• W•••••• I••• reported 0 offices beyond its principal office, down from 7 (2024-03-18 to 2025-04-24)Apr 24, 2025 · Office count change · derived
- D•••• H•••••• B•••• left G••• M•••• W•••••• I••• for C•••• S•••• P••••••• • W••••• (registered 2024-08-31)May 1, 2024 · Advisor changed firm · fact
- T• A•••••• B•••••••• left G••• M•••• W•••••• I••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I•• (registered 2023-03-15)Mar 16, 2023 · Advisor changed firm · fact
- G••• M•••• W•••••• I••• filed its initial SEC registration (Form ADV)Jul 19, 2018 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@g•••••••••.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 720-887-1299reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/gold-medal-watersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- goldmedalwaters.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 720 887-1299reportedpublic record, Form ADV, Jan 23, 2026
- Contact form
- goldmedalwaters.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- goldmedalwaters.com/teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $95.2Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026