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RIA · CRD 159606State-Registered Investment Adviser

Updated:

Gorham Wealth Management, LLC

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

Overview

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

General information

Firm type

RIA

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).

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).

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