Investment adviser · CRD 307858
WEALTHGATE FAMILY OFFICE LLC
Investment adviser filing (IA)
BOULDER, CO, United States · Form ADV filed Mar 27, 2024
- Regulatory AUM
- $473M Form ADV · Item 5.F
- Client accounts
- 100 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Other clients | Fewer than 5 | $390,128,602 | 82.5% |
| High-net-worth individuals | Fewer than 5 | $82,564,003 | 17.5% |
| Individuals | Fewer than 5 | $96,957 | 0.0% |
Filing source
Form ADV 1853788 · Mar 27, 2024 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 27, 2024. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Fixed
Principal office
5025 PEARL PARKWAYBOULDER, CO, 80301, United States
CRD 307858
Filing source
Form ADV 1853788 · Mar 27, 2024 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.