Single Family OfficeRIA · CRD 159606SEC-Registered

Updated:

Gorham Wealth Management, LLC

GORHAM WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in GOLDEN, CO. The firm manages approximately $14 million in regulatory assets.

Gorham Wealth Management, LLC

GORHAM WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in GOLDEN, CO. The firm manages approximately $14 million in regulatory assets. It has 1 employee and 1 investment adviser.

Website
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General information

Firm type

Single Family Office

Year founded

1997

Location

Region

North America

Country

United States

City

Golden

Corporate office

Oklahoma City, OK, United States

Principals

David Gorham

CEO & Chief Investment Officer

Kevin Gorham

President

Sector focus

EnergyReal EstatePrivate Equity

Frequently asked questions

Who runs investment decisions at Gorham Wealth Management?

David Gorham serves as CEO and Chief Investment Officer, overseeing all investment decisions. His brother Kevin Gorham holds the title of President and is involved in real estate asset management. Investment decisions are made internally, without reliance on external investment consultants (public record).

How does Gorham Wealth Management source proprietary deal flow?

The firm sources direct real estate and private equity opportunities through the principals' personal networks in the Oklahoma and Texas energy and commercial real estate markets. It does not maintain a formal sourcing team or external origination pipeline (per industry reporting).

Does Gorham Wealth Management participate in fund commitments or only direct deals?

The firm appears to focus primarily on direct investments — direct real estate ownership and private equity co-investments in energy services and midstream assets. It may hold some fund interests but this is not publicly disclosed. Its public securities holdings are direct (per public record).

What investment stages does Gorham Wealth Management typically target?

The firm targets core and value-add real estate — stabilized and opportunistic properties in the South Central US — and mature, cash-flowing private equity businesses. It has not been associated with venture capital or early-stage investing (public record).

Which sectors does Gorham Wealth Management explicitly avoid?

Based on available portfolio information, the firm does not invest in technology startups, venture capital, life sciences, or direct international real estate. It maintains a focus on sectors where the Gorham family has direct operating experience (public record).

Where does the underlying wealth come from?

The Gorham family wealth originated through multi-generational energy and real estate holdings in Oklahoma. The family participated in oil and gas development and commercial property ownership in the Oklahoma City area. The wealth is not tied to a single identifiable founder-era fortune (public record).

Does Gorham Wealth Management maintain philanthropic structures?

The firm does not operate a separately branded philanthropic foundation. Charitable giving appears to be managed through individual family-directed donor-advised funds or direct private philanthropy, with no public disclosure of a formal family foundation (public record).

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