Gorham Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$14,400,000
Clients
20
80% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
20
LowAverage account size
$720,000
About
Gorham Wealth Management provides discretionary investment management and financial planning to individuals (including high‑net‑worth clients), trusts, estates, small businesses, and charitable organizations. The firm offers portfolio management through the Envestnet wrap/Third‑Party Strategist program and also provides hourly or fixed‑fee financial planning and consulting.
The firm implements client strategies by selecting third‑party managers on the Envestnet platform under discretionary authority, documenting goals and risk tolerance with questionnaires or investment policy statements. It combines fundamental analysis for planning areas such as insurance and taxes with technical review of funds and stocks, and conducts periodic (typically quarterly) account reviews.
The firm’s principal maintains a separate insurance agency and discloses receiving commissions and devoting roughly 15% of his time to that business, a relationship the brochure identifies as a potential conflict of interest that is mitigated by fiduciary duties and client choice. The adviser operates at a small, closely held scale (one advisor, about 20 clients, roughly $14.4 million AUM) and also maintains a significant outside career as a pilot and volunteer committee chair, which the brochure presents as non‑advisory activities.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
Occupation focus
Airline Pilot
Fee options
Negotiable fixed fees ranging from $250 to $1,000 for financial planning services.
Up to 1.00% annualized (negotiable, maximum 1.00%)
$250 per hour for financial planning services.
Account minimum: $10,000 Fee-only: Fixed fees from $250 to $1,000 for financial planning based on investible assets; hourly rate of $250/hour for financial planning services.
Main office location
Gorham Wealth Management, LLC
602 Park Point Drive, Suite 240
Golden CO 80401, United States
Number of offices
1
Most active in
Gorham Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Colorado · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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