John Paul
Lussow
Wealthgate Family Office LLC
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About this Advisor
John Paul Lussow is a financial advisor based in Boulder, Colorado, working with Wealthgate Family Office LLC. John has previously held positions at Ariel Investments, LLC, Wealthgate Family Office, LLC, Giving Place, Inc, Ariel Distributors, Laureate Education, Inc, and Sterling Partners. John has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Colorado. Currently, John is part of Wealthgate Family Office LLC, which operates out of Boulder, Colorado. The firm has 7 employees and manages assets totaling $472.8 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Wealthgate Family Office LLC includes fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wealthgate Family Office LLC Brokerage Details
$472,789,562
7
100
$4,727,896
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
John Paul Lussow Work History
Giving Place, Inc
Wealthgate Family Office, LLC
Ariel Investments, LLC
Ariel Distributors
Sterling Partners
Laureate Education, Inc
Disclosures
Please visit the SEC profile of John Paul Lussow to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wealthgate Family Office LLC
Boulder, CO
Boulder, CO
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