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WEALTHGATE FAMILY OFFICE LLC

5025 Pearl Parkway
Boulder, Colorado 80301
Tel: (303) 351-2380

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About WEALTHGATE FAMILY OFFICE LLC

WEALTHGATE FAMILY OFFICE LLC, formally registered with the SEC as WEALTHGATE FAMILY OFFICE LLC. The firm was established in 04/08/2020. They have over 1 offices throughout the country.

WEALTHGATE FAMILY OFFICE LLC is a Boulder, Colorado based Financial Planning firm with nearly $462,712,669 assets under management, offering retirement planning & investment advisory services to 92 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#307858
SEC#801-118396
Assets Managed by Firm$462,712,669
No. of Clients92
No. of Advisors8

Fee Structure

  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total92$462,712,669
Individuals (other than high net worth individuals)2$38,415
High net worth individuals3$66,527,207

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