5025 Pearl Parkway
Boulder, Colorado 80301
Tel: (303) 351-2380
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 307858 |
SEC# | 801-118396 |
Assets Managed by Firm | $462,712,669 |
No. of Clients | 92 |
No. of Advisors | 8 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 92 | $462,712,669 |
Individuals (other than high net worth individuals) | 2 | $38,415 |
High net worth individuals | 3 | $66,527,207 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$203,245,721,760 | 6667 | 1061 | |
$116,213,253,377 | 236022 | 874 | |
$64,938,342,319 | 89 | 78 | |
$63,514,278,950 | 136 | 59 | |
$54,431,410,714 | 101 | 260 |
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