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- Custodian
- Altruist
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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