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- Custodian
- Altruist · Charles Schwab & Company · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-13-2004
- Office Locations
- 3
Office Locations
About Gold Medal Waters, Inc.
Gold Medal Waters is a Colorado-based, fee-only RIA providing fiduciary financial planning and ongoing, life-centered wealth guidance for high-income earners and families with significant assets. The firm aligns investing and planning decisions around client goals—growing, managing, and preserving wealth—using its Purposeful Path process and clear fixed-fee pricing. Advises using public funds/ETFs and publishes research on topics like spot Bitcoin ETFs; custodies with Altruist.
Reported data analysis
What the numbers show
Between October 2, 2025 and January 23, 2026, reported AUM increased 15.1%, from $248.1M to $285.6M.
Across 5 reported observations, AUM increased 69.5% between November 10, 2022 and January 23, 2026, from $168.5M to $285.6M.
Of the latest reported AUM, 97.8% is discretionary and 2.2% is non-discretionary.
The firm reports 3 advisory representatives and 145 clients, or 48.3 clients per representative. That equates to $2.0M in reported AUM per client.
The profile lists 3 reported office locations and 22 years in operation. The source data was last updated on January 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
- CRM
- Custodian
- Fund Managers
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Gold Medal Waters, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MATTHEW JOSEPH KELLEY
Chief Compliance Officer, Owner, President
- CRD
- #4504752
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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DAVID LAWRENCE DAY
Wealth Advisor
- CRD
- #6429357
MARYAN KAPLAN JAROSS
Financial Advisor, General Partner
- CRD
- #4633670
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $279,424,924 | $424,014 |
| Non-Discretionary | $6,214,482 | $887,783 |
| Total | $285,639,406 | $428,888 |
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Separately Managed Accounts
SMA allocation detail is available
Gold Medal Waters, Inc. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.