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Gilpin Wealth Management LLC CRD 311336
$227M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
16398 West 51St Lane, Golden, CO 80403 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-09-28 |
| CO | RA | APPROVED | 2021-01-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank | Denver | CO | 09/2001 | 10/2018 |
| Wells Fargo Advisors Llc | Denver | CO | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Denver | CO | 11/2016 | 10/2018 |
| Cresset Asset Management, Llc | Denver | CO | 11/2018 | 02/2020 |
| Gilpin Wealth Management Llc | Golden | CO | 12/2020 | Present |
| Taxwise Connection Llc | Golden | CO | 12/2000 | Present |
TAXWISE CONNECTION, LLC; INVESTMENT RELATED; OWNER/TAX PREPARER; SAME OFFICE ADDRESS; SPENDS APPROX. 60 HRS/MTH SEASONAL ONLY, SOME DURING TRADING; SEASONAL TAX PREPERATIONS SERVICES. LICENSED ATTORNEY; INVESTMENT RELATED; LAWYER; SPENDS APPROX 8 HRS/MONTH, 8 HRS DURING TRADING; ACTIVELY PRACTICES LAW AND MAY REFER LEGAL WORK TO CLIENTS. COPPER WEALTH, INC; NON-INVESTMENT RELATED; 16398 WEST 51ST LANE, GOLDEN, CO 80403; PRESIDENT/OWNER; 2 HRS/MONTH, 2 HRS DURING TRADING; HOLDING COMPANY THAT OWNS GILPIN WEALTH MANAGEMENT, LLC. RADIENT PROPERTY MANAGEMENT, LLC/RENTAL PROPERTIES; NON-INVESTMENT RELATED; OWNER/MANAGER; SAME OFFICE ADDRESS; SPENDS APPROXIMATELY 20 HRS/MTH, SOME DURING TRADING; MANAGEMENT COMPANY FOR REAL ESTATE INVESTMENT PROPERTIES AND ALSO MANAGES SEVERAL LLC'S THAT HOLD RENTAL PROPERTIES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-28 |
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