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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-04-2021
- Office Locations
- 2
Office Locations
About Gilpin Wealth Management LLC
Gilpin Wealth Management is an independent, fiduciary wealth management boutique providing comprehensive planning and discretionary portfolio management. The team brings CFA, CFP, and CPA expertise, integrating estate, tax, and philanthropic strategies into client-specific plans. Portfolios are managed in-house with a focus on tax efficiency, consistent growth, and reduced volatility; custody includes Schwab and Interactive Brokers.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOHN JOSEPH GLASMAN
MANAGING PRINCIPAL, Partner
- CRD
- #2323660
- Ownership
- Less than 5%
ANTHONY KENNETH MCEAHERN
Chief Compliance Officer, MANAGING PRINCIPAL, Partner
- CRD
- #4494265
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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BROOKS JOSEPH RARDEN
--
- CRD
- #2624322
WILLIAM HOWARD SHRIVER
Financial Advisor, General Partner
- CRD
- #3176403
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $227,216,997 | $422,336 |
| Non-Discretionary | $0 | -- |
| Total | $227,216,997 | $422,336 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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