Gilpin Wealth Management Llc
- Regulatory AUM
- $227M
- Discretionary
- $227M
- Clients
- 191
- Avg AUM / client
- $1.2M
- Accounts
- 538
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 90 | $32.0M | 14.1% |
| High net worth individuals | 79 | $185M | 81.2% |
| Pension and profit sharing plans | 2 | $1.2M | 0.54% |
| Charitable organizations | 1 | $4.0M | 1.77% |
| Corporations and other businesses | 9 | $4.2M | 1.85% |
| Other | 10 | $1.2M | 0.54% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Anthony Kenneth Mceahern | President | CFP | Jan 2021 (6y) | ≈ 37.5% – 75% via Copper Wealth, Inc. |
| John Joseph Glasman | Managing Principal | CFP CFA | Jun 2021 (5y) | ≈ 37.5% – 75% via Gilpin Partners, Inc. |
| William Howard Shriver | Registered representative | CFP CFA | Sep 2023 (3y) | |
| Brooks Joseph Rarden | Registered representative | CFA | Mar 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Gilpin Partners, Inc. | Owner | Jun 2021 | A | 50% – 75% |
| Copper Wealth, Inc. | Owner | Jun 2021 | A | 50% – 75% |
Estimated effective ownership (look-through of filed bands):
- Anthony Kenneth Mceahern: 75% – 100% of Copper Wealth, Inc. × 50% – 75% direct ≈ 37.5% – 75% of the firm
- John Joseph Glasman: 75% – 100% of Gilpin Partners, Inc. × 50% – 75% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/16/2026 | 993 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $220M (97% of AUM) Mar 2026
- Interactive Brokers $5.1M (2% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 16, 2026.
View current Form ADV (SEC/IAPD) ↗