RIA Intel›Advisers›Colorado›GORHAM WEALTH MANAGEMENT, LLC

GORHAM WEALTH MANAGEMENT, LLC

Advisory

GOLDEN, CO

Data as of Mar 24, 2026 · Source: SEC Form ADV

Average account

$576K

across 25 accounts

AUM per adviser

$14M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 24, 2026.

Total AUM

$14M

Discretionary %

100%

Clients

20

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$14M

Discretionary AUM$14M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients20

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

20 clients

16 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in CO

Closest by assets under management. All figures from Form ADV.

ADAGE INVESTMENT ADVISORS, L.L.C.

$14M

NORTON-BARKLEY ASSET MANAGEMENT,LLC

$14M

DELAGIFY FINANCIAL, LLC

$14M

UPSLOPE CAPITAL MANAGEMENT, LLC

$15M

CORNERSTONE FINANCIAL PLANNING, LLC

$15M

O'ROURKE FINANCIAL LLC

LITTLETON, CO

$15M

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