Anthony K. Mceahern

GILPIN WEALTH MANAGEMENT LLC

Denver, CO 80209

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CRD#: 4494265

Professional summary

Anthony Kenneth Mceahern, CFP®, who also goes by Anthony Kenneth Mceahern Mr., is a registered financial advisor currently at GILPIN WEALTH MANAGEMENT LLC located in Denver, Colorado.

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Anthony has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Anthony Kenneth Mceahern Mr.

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

TAXWISE CONNECTION, LLC; INVESTMENT RELATED; OWNER/TAX PREPARER; SAME OFFICE ADDRESS; SPENDS APPROX. 60 HRS/MTH SEASONAL ONLY, SOME DURING TRADING; SEASONAL TAX PREPERATIONS SERVICES. LICENSED ATTORNEY; INVESTMENT RELATED; LAWYER; SPENDS APPROX 8 HRS/MONTH, 8 HRS DURING TRADING; ACTIVELY PRACTICES LAW AND MAY REFER LEGAL WORK TO CLIENTS. COPPER WEALTH, INC; NON-INVESTMENT RELATED; 16398 WEST 51ST LANE, GOLDEN, CO 80403; PRESIDENT/OWNER; 2 HRS/MONTH, 2 HRS DURING TRADING; HOLDING COMPANY THAT OWNS GILPIN WEALTH MANAGEMENT, LLC. RADIENT PROPERTY MANAGEMENT, LLC/RENTAL PROPERTIES; NON-INVESTMENT RELATED; OWNER/MANAGER; SAME OFFICE ADDRESS; SPENDS APPROXIMATELY 20 HRS/MTH, SOME DURING TRADING; MANAGEMENT COMPANY FOR REAL ESTATE INVESTMENT PROPERTIES AND ALSO MANAGES SEVERAL LLC'S THAT HOLD RENTAL PROPERTIES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Kenneth Mceahern's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2006

Experience

Current

January 4, 2021 - Present

GILPIN WEALTH MANAGEMENT LLC

Office #1: 50 South Steele Street Suite 501, Denver, CO 80209

RIA

CRD#: 311336

Denver, CO

Past

January 28, 2019 - March 18, 2020

CRESSET ASSET MANAGEMENT, LLC

RIA

CRD#: 288566

Denver, CO

Past

January 3, 2011 - October 30, 2018

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

DENVER, CO

Past

January 3, 2011 - October 30, 2018

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

DENVER, CO

Past

January 4, 2005 - January 3, 2011

WELLS FARGO INVESTMENTS, LLC

RIA

CRD#: 10582

DENVER, CO

Past

November 18, 2004 - January 3, 2011

WELLS FARGO INVESTMENTS, LLC

CRD#: 10582

DENVER, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GILPIN WEALTH MANAGEMENT LLC

CRD#: 311336 / SEC#: 801-128788

RIA

Registered Investment Advisory firm - (9/25/2023 Approved)

Colorado

Registered Investment Advisory firm - (11/14/2024 Terminated)

Texas

Registered Investment Advisory firm - (11/12/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(1/4/2021)

IAR

Texas
(9/28/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/28/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/17/2004

General Securities Representative Examination

Current Firm

GILPIN WEALTH MANAGEMENT LLC

CRD#: 311336 / SEC#: 801-128788

RIA

Registered Investment Advisory firm - (9/25/2023 Approved)

Colorado

Registered Investment Advisory firm - (11/14/2024 Terminated)

Texas

Registered Investment Advisory firm - (11/12/2024 Terminated)

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Contact information

Main Address

50 South Steele Street Suite 501, Denver, CO 80209

Mailing Address

Phone number

(720) 893-2800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - FIRM BROCHURE (1/29/2025)

Regulatory assets under management

Total Number of Accounts	522
AUM (Assets Under Management)	$ 197,173,637

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Anthony K. Mceahern

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Kenneth Mceahern's CRS (Customer Relationship Summary).

Certified licenses

Experience

CRESSET ASSET MANAGEMENT, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO INVESTMENTS, LLC

Primary Firm SEC Registration

GILPIN WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/28/2004

SIE

Date: 10/1/2018

Series 7

Date: 11/17/2004

Current Firm

GILPIN WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GILPIN WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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