RIA Intelligence

GILPIN WEALTH MANAGEMENT LLC

CRD #311336 SEC #801-128788 DENVER, CO 720-893-2800
SEC Registered
Total AUM
$197.2M
Discretionary
$197.2M
Employees
4
Clients
10
Accounts
522

Firm Details

Organization Type
Limited Liability Company
State of Formation
Colorado
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jan 29, 2025
Branch Offices
2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
GLASMAN, JOHN, JOSEPHIMANAGING PRINCIPALNA Control
GLASMAN, JOHN, JOSEPHIMANAGING PRINCIPALNA Control
GLASMAN, JOHN, JOSEPHIMANAGING PRINCIPALNA Control
GLASMAN, JOHN, JOSEPHIMANAGING PRINCIPALNA Control
MCEAHERN, ANTHONY, KENNETHIMANAGING PRINCIPAL/CCONA Control
MCEAHERN, ANTHONY, KENNETHIMANAGING PRINCIPAL/CCONA Control
MCEAHERN, ANTHONY, KENNETHIMANAGING PRINCIPAL/CCONA Control
MCEAHERN, ANTHONY, KENNETHIMANAGING PRINCIPAL/CCONA Control
COPPER WEALTH, INC.DEOWNERD
COPPER WEALTH, INC.DEOWNERD
COPPER WEALTH, INC.DEOWNERD
COPPER WEALTH, INC.DEOWNERD
GILPIN PARTNERS, INC.DEOWNERD
GILPIN PARTNERS, INC.DEOWNERD
GILPIN PARTNERS, INC.DEOWNERD
GILPIN PARTNERS, INC.DEOWNERD

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
GLASMAN, JOHN, JOSEPHIGILPIN PARTNERS, INC.E Control
GLASMAN, JOHN, JOSEPHIGILPIN PARTNERS, INC.E Control
GLASMAN, JOHN, JOSEPHIGILPIN PARTNERS, INC.E Control
MCEAHERN, ANTHONY, KENNETHICOPPER WEALTH, INC.E Control
MCEAHERN, ANTHONY, KENNETHICOPPER WEALTH, INC.E Control
MCEAHERN, ANTHONY, KENNETHICOPPER WEALTH, INC.E Control

Registrations

Federal

IA
Jan 29, 2025 REGISTERED

Notice Filings (4)

CA CO MO TX

Address

50 SOUTH STEELE STREET
SUITE 501
DENVER, CO 80209
United States
Phone: 720-893-2800