$14.4M Total AUM
$14.4M Disc. AUM
-- 3Y CAGR
1 Employees
20 ADV. Clients
14 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Unison unison
- Established Date
- 03-01-2012
- Office Locations
- 1
Office Locations
602 Park Point Drive Suite 240 Golden CO
About Gorham Wealth Management, LLC
Gorham Wealth Management, LLC is an independent Colorado RIA led by Scott Gorham (ChFC, CLU, ChFEBC). The firm provides fiduciary, comprehensive financial planning and asset management via third-party asset managers, with portfolios largely using funds and ETFs. Insurance solutions (life, LTC, fixed/fixed index annuities) are available through an affiliated agency. Custody includes Charles Schwab.
Team overview
-- AVG AGE
$14.4M AVG AUM / ADVISOR
$720.0K AVG AUM / CLIENT
14.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
Unlock to see real insight on legacy horizon catalyst.
Full visibility includes strategy notes for focus ember vital.
Unlock to compare peer behavior around ember eagle.
Request access to benchmark trends tied to legacy.
Open the full profile to inspect shifts in value prime.
See the complete signal summary connected to crest.
Unlock to see real insight on meridian foundation.
See the complete signal summary connected to bridge.
Asset Classes
Timber Glacier
Client Personas
Pathway zenith
Custodian
Beacon matrix Crest
Investment Themes
Unison unison Ember zenith
Investment Vehicles
Beacon north
Platform
Harbor glacier
Services
Timber vital Vital Unison Wave Prime Summit bridge Catalyst Insight
Technology
Catalyst optima
Owner & Executives
S
SCOTT ALAN GORHAM
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #5514248
- Ownership
- 75% or more
(497) 649-2934
legacy.alpha@signalcapital.com
in linkedin.com/in/ridge-eagle
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,400,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,400,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $14,400,000
Equity - Exchange:
15.2% Public Funds:
11.3% Corporate - Investment Grade:
16.2% Corporate - Non-Investment Grade:
16.5% Municipal Bonds:
11.0% U.S. Government/Agency:
14.9% Cash:
14.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $267,545,942 | 15.2% |
| Public Funds | $198,899,286 | 11.3% |
| Corporate - Investment Grade | $285,147,649 | 16.2% |
| Corporate - Non-Investment Grade | $290,428,161 | 16.5% |
| Municipal Bonds | $193,618,774 | 11.0% |
| U.S. Government/Agency | $262,265,430 | 14.9% |
| Cash | $262,265,430 | 14.9% |
| Total | $1,760,170,672 | 100.0% |