William Howard Shriver
Investment adviser representative at Gilpin Wealth Management LLC
18 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$227.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Gilpin Wealth Management LLCSep 2023 to now
- Shriver Investments Inc.Jun 2008 to Apr 2024
Designations
- CFP® certification
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (CO).
Gilpin Wealth Management LLC
$227.2MAssets managed
191Clients
4Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3176403
- Firm CRD
- 311336