Wealthgate Family Office LLC
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Learn more about Wealthgate Family Office LLC
Overview
Wealthgate Family Office LLC, a financial advisory firm, is situated at 5025 Pearl Parkway, Boulder, Colorado, 80301. The firm holds registration in Colorado and Nevada. It manages $462.7 million in assets under management (AUM), categorizing it as a large firm.
Wealthgate Family Office LLC oversees 92 accounts, all discretionary. Discretionary accounts permit the firm to execute investment transactions on behalf of their clients without obtaining approval for each transaction. The firm does not oversee any non-discretionary accounts.
The firm employs a team of 7 financial advisors. In the previous fiscal year, they offered financial planning services to a number of clients ranging from 1 to 10. The firm's services encompass financial planning, portfolio management for individuals and small businesses, and the selection of other advisors.
Wealthgate Family Office LLC maintains affiliations in the financial industry with a trust company and a lawyer or law firm. The firm operates on a fixed fee structure and does not engage in a wrap fee program.
The firm interacts with various types of investors, including retail investors, high net worth investors, and others. High net worth investors constitute the largest client type by accounts, with the firm serving 50 such clients.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Wealthgate Family Office LLC by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$462.7 million
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
8
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
92
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$5.0 million
Products and Services
Wealthgate Family Office LLC provides multiple services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. In the prior fiscal year, the company provided 1-10 of its accounts with financial planning services. The company does sell products or offer services aside from investment advice to its clients. The company is affiliated with one or more other companies in the financial services industry, including with a trust company and lawyer or law firm.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial management fees usually depend on which services are provided. Fees charged by the company typically consist of the following fee structure: fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 69% of firms that offer this fee type
Percentage of Assets
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It provides services to retail investors, high net worth investors and other. Out of its 92 clients, Wealthgate Family Office LLC's largest client group by number of accounts is high net worth investors, though it also manages money for three high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 under management or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's accounts reside abroad.
- High-Net-Worth Individuals* - 50%
- Other Individuals - 33.33%
- Corporations - 16.67%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Wealthgate Family Office LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Wealthgate Family Office LLC
Boulder, CO
Boulder, CO
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