Overview
Assets Under Management: $162 million
Headquarters: FREDERICK, MD
High-Net-Worth Clients: 54
Average Client Assets: $2 million
Frequently Asked Questions
BESTGATE WEALTH ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #301639), BESTGATE WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
BESTGATE WEALTH ADVISORS, LLC is headquartered in FREDERICK, MD.
BESTGATE WEALTH ADVISORS, LLC serves 54 high-net-worth clients according to their SEC filing dated February 11, 2026. View client details ↓
According to their SEC Form ADV, BESTGATE WEALTH ADVISORS, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
BESTGATE WEALTH ADVISORS, LLC manages $162 million in client assets according to their SEC filing dated February 11, 2026.
According to their SEC Form ADV, BESTGATE WEALTH ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 54
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.40
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 118
Discretionary Accounts: 118
Regulatory Filings
CRD Number: 301639
Filing ID: 2050677
Last Filing Date: 2026-02-11 11:03:43