William Shriver
Gilpin Wealth Management · Golden, Colorado
William Shriver is a fee-only financial advisor at Gilpin Wealth Management in Golden, Colorado, who holds the CFP and CFA credentials. William focuses on estate & legacy planning, retirement planning and founders (pre-exit). Gilpin Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
- Executives
Facts
| Firm | Gilpin Wealth Management |
|---|---|
| Based in | Golden, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $227.2M across 538 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in CO · CRD 3176403 |
| Exams passed | Series 63 (1999) · Series 65 (2007) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.gilpinwealth.com |
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Questions about William
Is William Shriver a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Gilpin Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does William charge for financial advice?
William's firm, Gilpin Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is William Shriver based?
William Shriver is based in Golden, Colorado.
What does William specialize in?
William's specialties include estate & legacy planning, retirement planning and founders (pre-exit). William works with multi-generational families and executives.
What credentials does William Shriver hold?
William Shriver holds the CFP and CFA credentials.
Is William Shriver registered with the SEC?
Yes. William Shriver is registered as an investment adviser representative in CO (CRD 3176403), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Gilpin Wealth Management manage?
Gilpin Wealth Management reports $227.2M across 538 accounts in assets under management.
How do I contact William Shriver?
Through William's website, www.gilpinwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Gilpin Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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