Overview
Assets Under Management: $473 million
Headquarters: BOULDER, CO
High-Net-Worth Clients: 3
Average Client Assets: $27.5 million
Frequently Asked Questions
WEALTHGATE FAMILY OFFICE 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 #307858), WEALTHGATE FAMILY OFFICE LLC is subject to fiduciary duty under federal law.
WEALTHGATE FAMILY OFFICE LLC is headquartered in BOULDER, CO.
WEALTHGATE FAMILY OFFICE LLC serves 3 high-net-worth clients according to their SEC filing dated March 27, 2024. View client details ↓
According to their SEC Form ADV, WEALTHGATE FAMILY OFFICE LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
WEALTHGATE FAMILY OFFICE LLC manages $473 million in client assets according to their SEC filing dated March 27, 2024.
According to their SEC Form ADV, WEALTHGATE FAMILY OFFICE 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: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 17.46%
Average Client Assets: $27.5 million
Total Client Accounts: 100
Discretionary Accounts: 100
Regulatory Filings
CRD Number: 307858
Filing ID: 1853788
Last Filing Date: 2024-03-27 12:20:00